Private Asset Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,650
| Closed | -$341K | – | 131 |
|
|
2023
Q2 | $341K | Hold |
5,650
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $325K | Hold |
5,650
| – | – | 0.05% | 105 |
|
|
2022
Q4 | $322K | Sell |
5,650
-100
| -2% | -$5.7K | 0.05% | 105 |
|
|
2022
Q3 | $286K | Hold |
5,750
| – | – | 0.05% | 111 |
|
|
2022
Q2 | $301K | Hold |
5,750
| – | – | 0.05% | 117 |
|
|
2022
Q1 | $316K | Buy |
+5,750
| New | +$316K | 0.04% | 117 |
|