Resurgent Financial Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,432
| Closed | -$320K | – | 187 |
|
|
2024
Q2 | $320K | Sell |
4,432
-10,643
| -71% | -$768K | 0.2% | 135 |
|
|
2024
Q1 | $1.01M | Buy |
15,075
+5,926
| +65% | +$397K | 0.54% | 52 |
|
|
2023
Q4 | $602K | Buy |
9,149
+22
| +0.2% | +$1.45K | 0.37% | 73 |
|
|
2023
Q3 | $588K | Buy |
9,127
+112
| +1% | +$7.21K | 0.4% | 62 |
|
|
2023
Q2 | $544K | Buy |
9,015
+300
| +3% | +$18.1K | 0.36% | 75 |
|
|
2023
Q1 | $501K | Buy |
8,715
+3,900
| +81% | +$224K | 0.33% | 77 |
|
|
2022
Q4 | $274K | Buy |
+4,815
| New | +$274K | 0.14% | 148 |
|