SFWA
Summit Financial Wealth Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,200
| Closed | -$275K | – | 131 |
|
|
2023
Q3 | $275K | Sell |
4,200
-1,950
| -32% | -$128K | 0.07% | 102 |
|
|
2023
Q2 | $371K | Hold |
6,150
| – | – | 0.09% | 92 |
|
|
2023
Q1 | $354K | Sell |
6,150
-300
| -5% | -$17.3K | 0.08% | 98 |
|
|
2022
Q4 | $367K | Sell |
6,450
-100
| -2% | -$5.7K | 0.09% | 96 |
|
|
2022
Q3 | $367K | Sell |
6,550
-852
| -12% | -$47.7K | 0.11% | 83 |
|
|
2022
Q2 | $372K | Buy |
7,402
+2,057
| +38% | +$103K | 0.09% | 94 |
|
|
2022
Q1 | $294K | Buy |
+5,345
| New | +$294K | 0.06% | 104 |
|