Providence Capital Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-846
| Closed | -$55.8K | – | 297 |
|
|
2024
Q3 | $55.8K | Sell |
846
-34
| -4% | -$2.24K | 0.01% | 166 |
|
|
2024
Q2 | $63.5K | Hold |
880
| – | – | 0.01% | 151 |
|
|
2024
Q1 | $59K | Sell |
880
-906
| -51% | -$60.7K | 0.01% | 152 |
|
|
2023
Q4 | $118K | Hold |
1,786
| – | – | 0.03% | 126 |
|
|
2023
Q3 | $115K | Hold |
1,786
| – | – | 0.03% | 124 |
|
|
2023
Q2 | $108K | Hold |
1,786
| – | – | 0.03% | 125 |
|
|
2023
Q1 | $103K | Buy |
+1,786
| New | +$103K | 0.03% | 121 |
|