Sandbox Financial Partners’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	-4,046	Closed	-$260K	–	96
2023 Q3	$260K	Buy	4,046 +3	+0.1%	+$193	0.14%	75
2023 Q2	$244K	Buy	4,043 +3	+0.1%	+$181	0.13%	83
2023 Q1	$232K	Buy	+4,040	New	+$232K	0.14%	80