Provenance Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.5K | Hold |
390
| – | – | ﹤0.01% | 246 |
|
2025
Q1 | $28.6K | Hold |
390
| – | – | ﹤0.01% | 255 |
|
2024
Q4 | $24.4K | Hold |
390
| – | – | ﹤0.01% | 260 |
|
2024
Q3 | $25.7K | Hold |
390
| – | – | ﹤0.01% | 276 |
|
2024
Q2 | $28.2K | Hold |
390
| – | – | ﹤0.01% | 242 |
|
2024
Q1 | $26.1K | Sell |
390
-131
| -25% | -$8.78K | ﹤0.01% | 258 |
|
2023
Q4 | $34.3K | Buy |
+521
| New | +$34.3K | ﹤0.01% | 228 |
|