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Sagespring Wealth Partners’s Shell SHEL Stock Holding History

Sagespring Wealth Partners’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Sell
15,246
-606
-4% -$42.7K 0.02% 275
2025
Q1 		$1.16M Buy
15,852
+7,007
+79% +$513K 0.03% 224
2024
Q4 		$554K Buy
+8,845
New +$554K 0.01% 323