Simplicity Solutions’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.43M | Sell |
97,711
-3,236
| -3% | -$213K | 0.18% | 104 |
|
|
2023
Q3 | $6.5M | Buy |
100,947
+2,426
| +2% | +$156K | 0.21% | 90 |
|
|
2023
Q2 | $5.95M | Buy |
98,521
+2,029
| +2% | +$123K | 0.16% | 119 |
|
|
2023
Q1 | $5.55M | Buy |
96,492
+91,149
| +1,706% | +$5.24M | 0.15% | 131 |
|
|
2022
Q4 | $304K | Buy |
+5,343
| New | +$304K | 0.04% | 480 |
|
|
2022
Q3 | – | Sell |
-4,586
| Closed | -$240K | – | 699 |
|
|
2022
Q2 | $240K | Buy |
4,586
+93
| +2% | +$4.87K | 0.03% | 508 |
|
|
2022
Q1 | $247K | Buy |
+4,493
| New | +$247K | 0.03% | 534 |
|