SW
SkyOak Wealth’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,250
| Closed | -$214K | – | 277 |
|
|
2024
Q3 | $214K | Hold |
3,250
| – | – | 0.05% | 215 |
|
|
2024
Q2 | $235K | Hold |
3,250
| – | – | 0.05% | 210 |
|
|
2024
Q1 | $218K | Hold |
3,250
| – | – | 0.05% | 223 |
|
|
2023
Q4 | $214K | Hold |
3,250
| – | – | 0.06% | 221 |
|
|
2023
Q3 | $209K | Buy |
+3,250
| New | +$209K | 0.06% | 214 |
|