Saxon Interests’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,365
| Closed | -$419K | – | 201 |
|
|
2023
Q4 | $419K | Buy |
+6,365
| New | +$419K | 0.21% | 112 |
|
|
2023
Q3 | – | Sell |
-6,365
| Closed | -$384K | – | 171 |
|
|
2023
Q2 | $384K | Hold |
6,365
| – | – | 0.21% | 111 |
|
|
2023
Q1 | $366K | Sell |
6,365
-500
| -7% | -$28.8K | 0.21% | 121 |
|
|
2022
Q4 | $399K | Sell |
6,865
-2,800
| -29% | -$163K | 0.23% | 107 |
|
|
2022
Q3 | $522K | Hold |
9,665
| – | – | 0.32% | 78 |
|
|
2022
Q2 | $505K | Buy |
+9,665
| New | +$505K | 0.31% | 82 |
|