Schubert & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,574
| Closed | -$90.6K | – | 1255 |
|
|
2023
Q1 | $90.6K | Hold |
1,574
| – | – | 0.08% | 50 |
|
|
2022
Q4 | $89.6K | Sell |
1,574
-236
| -13% | -$13.4K | 0.08% | 46 |
|
|
2022
Q3 | $90K | Buy |
1,810
+29
| +2% | +$1.44K | 0.09% | 48 |
|
|
2022
Q2 | $93K | Buy |
1,781
+488
| +38% | +$25.5K | 0.09% | 47 |
|
|
2022
Q1 | $71K | Buy |
+1,293
| New | +$71K | 0.08% | 49 |
|