RMR Wealth Builders’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 |
-3,309
| Closed | -$213K | – | 243 |
|
|
2023
Q3 | $213K | Buy |
+3,309
| New | +$213K | 0.03% | 216 |
|
|
2023
Q2 | – | Sell |
-3,489
| Closed | -$201K | – | 218 |
|
|
2023
Q1 | $201K | Sell |
3,489
-149
| -4% | -$8.57K | 0.04% | 202 |
|
|
2022
Q4 | $207K | Buy |
+3,638
| New | +$207K | 0.05% | 181 |
|