Quadrant Private Wealth Management’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,336	Closed	-$215K	–	255
2023 Q3	$215K	Sell	3,336 -407	-11%	-$26.2K	0.07%	200
2023 Q2	$226K	Buy	3,743 +200	+6%	+$12.1K	0.07%	222
2023 Q1	$204K	Sell	3,543 -10	-0.3%	-$575	0.06%	231
2022 Q4	$202K	Buy	+3,553	New	+$202K	0.07%	226