Summit Global Investments’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,979
| Closed | -$1.3M | – | 576 |
|
|
2024
Q2 | $1.3M | Buy |
17,979
+14,263
| +384% | +$1.03M | 0.09% | 187 |
|
|
2024
Q1 | $249K | Sell |
3,716
-10,725
| -74% | -$719K | 0.02% | 439 |
|
|
2023
Q4 | $950K | Buy |
14,441
+1
| +0% | +$66 | 0.06% | 246 |
|
|
2023
Q3 | $930K | Sell |
14,440
-416
| -3% | -$26.8K | 0.06% | 237 |
|
|
2023
Q2 | $897K | Sell |
14,856
-33
| -0.2% | -$1.99K | 0.06% | 254 |
|
|
2023
Q1 | $857K | Buy |
14,889
+187
| +1% | +$10.8K | 0.07% | 271 |
|
|
2022
Q4 | $837K | Buy |
14,702
+4,948
| +51% | +$282K | 0.07% | 223 |
|
|
2022
Q3 | $485K | Buy |
+9,754
| New | +$485K | 0.04% | 316 |
|