Steel Grove Capital Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,111
| Closed | -$276K | – | 214 |
|
|
2024
Q1 | $276K | Hold |
4,111
| – | – | 0.04% | 175 |
|
|
2023
Q4 | $271K | Sell |
4,111
-149
| -3% | -$9.8K | 0.04% | 152 |
|
|
2023
Q3 | $274K | Hold |
4,260
| – | – | 0.04% | 149 |
|
|
2023
Q2 | $257K | Hold |
4,260
| – | – | 0.03% | 155 |
|
|
2023
Q1 | $245K | Hold |
4,260
| – | – | 0.03% | 161 |
|
|
2022
Q4 | $243K | Hold |
4,260
| – | – | 0.03% | 152 |
|
|
2022
Q3 | $212K | Hold |
4,260
| – | – | 0.04% | 141 |
|
|
2022
Q2 | $223K | Hold |
4,260
| – | – | 0.04% | 132 |
|
|
2022
Q1 | $234K | Buy |
+4,260
| New | +$234K | 0.04% | 140 |
|