Ropes Wealth Advisors’s Shell SHEL Stock Holding History

Ropes Wealth Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$438K	Sell
2023 Q2	$418K	Buy
2023 Q1	$296K	Buy
2022 Q4	$273K	Buy
2022 Q3	$218K	Sell
2022 Q2	$239K	Sell
2022 Q1	$263K	Buy