Steward Partners Investment Solutions’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$381K Sell
5,681
-362
-6% -$24.3K 0.06% 183
2023
Q4
$398K Buy
+6,043
New +$398K 0.17% 103