RPCONE
Retirement Planning Company of New England’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,655
| Closed | -$668K | – | 238 |
|
|
2024
Q4 | $668K | Buy |
+10,655
| New | +$668K | 0.32% | 90 |
|
|
2024
Q2 | – | Sell |
-10,844
| Closed | -$727K | – | 222 |
|
|
2024
Q1 | $727K | Sell |
10,844
-593
| -5% | -$39.8K | 0.4% | 77 |
|
|
2023
Q4 | $753K | Buy |
11,437
+1,058
| +10% | +$69.6K | 0.34% | 89 |
|
|
2023
Q3 | $668K | Sell |
10,379
-2,339
| -18% | -$151K | 0.37% | 88 |
|
|
2023
Q2 | $768K | Sell |
12,718
-73
| -0.6% | -$4.41K | 0.44% | 76 |
|
|
2023
Q1 | $736K | Buy |
12,791
+6
| +0% | +$345 | 0.45% | 74 |
|
|
2022
Q4 | $728K | Sell |
12,785
-148
| -1% | -$8.43K | 0.48% | 73 |
|
|
2022
Q3 | $643K | Buy |
12,933
+259
| +2% | +$12.9K | 0.46% | 72 |
|
|
2022
Q2 | $662K | Buy |
12,674
+151
| +1% | +$7.89K | 0.45% | 74 |
|
|
2022
Q1 | $687K | Buy |
+12,523
| New | +$687K | 0.39% | 79 |
|