SWA
Stratos Wealth Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,960
| Closed | -$214K | – | 755 |
|
|
2024
Q2 | $214K | Sell |
2,960
-448
| -13% | -$32.3K | 0.01% | 650 |
|
|
2024
Q1 | $229K | Sell |
3,408
-2,027
| -37% | -$136K | 0.01% | 604 |
|
|
2023
Q4 | $358K | Sell |
5,435
-358
| -6% | -$23.6K | 0.02% | 521 |
|
|
2023
Q3 | $373K | Buy |
+5,793
| New | +$373K | 0.02% | 481 |
|