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Strategic Planning Group’s Shell SHEL Stock Holding History

Strategic Planning Group’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,232
Closed -$619K – 104
2024
Q1 		$619K Buy
9,232
+1,462
+19% +$98K 0.15% 105
2023
Q4 		$511K Buy
+7,770
New +$511K 0.17% 103