Roosevelt Investment Group’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.35M Sell
27,077
-748
-3% -$37.2K 0.1% 102
2022
Q2
$1.46M Hold
27,825
0.1% 100
2022
Q1
$1.53M Buy
+27,825
New +$1.53M 0.09% 107