Sugarloaf Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $108K | Buy |
1,731
+3
| +0.2% | +$188 | 0.02% | 226 |
|
|
2024
Q3 | $114K | Buy |
1,728
+2
| +0.1% | +$132 | 0.02% | 228 |
|
|
2024
Q2 | $125K | Buy |
1,726
+1,402
| +433% | +$101K | 0.03% | 213 |
|
|
2024
Q1 | $21.7K | Buy |
324
+2
| +0.6% | +$134 | ﹤0.01% | 393 |
|
|
2023
Q4 | $21.2K | Sell |
322
-1,397
| -81% | -$91.8K | 0.01% | 390 |
|
|
2023
Q3 | $111K | Buy |
1,719
+2
| +0.1% | +$129 | 0.03% | 197 |
|
|
2023
Q2 | $104K | Buy |
1,717
+2
| +0.1% | +$121 | 0.02% | 203 |
|
|
2023
Q1 | $98.7K | Buy |
1,715
+2
| +0.1% | +$115 | 0.02% | 200 |
|
|
2022
Q4 | $97.6K | Sell |
1,713
-99
| -5% | -$5.64K | 0.02% | 195 |
|
|
2022
Q3 | $91K | Buy |
1,812
+102
| +6% | +$5.12K | 0.02% | 205 |
|
|
2022
Q2 | $89K | Buy |
+1,710
| New | +$89K | 0.02% | 203 |
|