Retirement Guys Formula’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,955
| Closed | -$427K | – | 146 |
|
|
2023
Q4 | $427K | Sell |
6,955
-1,033
| -13% | -$63.4K | 0.23% | 107 |
|
|
2023
Q3 | $469K | Sell |
7,988
-10,117
| -56% | -$594K | 0.33% | 87 |
|
|
2023
Q2 | $1.04M | Buy |
18,105
+3,300
| +22% | +$189K | 0.6% | 41 |
|
|
2023
Q1 | $837K | Buy |
14,805
+5,829
| +65% | +$330K | 0.6% | 40 |
|
|
2022
Q4 | $497K | Buy |
8,976
+4,786
| +114% | +$265K | 0.41% | 76 |
|
|
2022
Q3 | $230K | Buy |
+4,190
| New | +$230K | 0.24% | 107 |
|