Sutton Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $120K | Hold |
1,862
| – | – | 0.06% | 151 |
|
|
2023
Q2 | $112K | Buy |
1,862
+1,142
| +159% | +$69K | 0.05% | 158 |
|
|
2023
Q1 | $41.4K | Sell |
720
-18
| -2% | -$1.04K | 0.02% | 219 |
|
|
2022
Q4 | $42K | Hold |
738
| – | – | 0.02% | 440 |
|
|
2022
Q3 | $36.7K | Sell |
738
-102
| -12% | -$5.08K | 0.02% | 458 |
|
|
2022
Q2 | $43.9K | Hold |
840
| – | – | 0.02% | 415 |
|
|
2022
Q1 | $46.1K | Sell |
840
-154
| -15% | -$8.46K | 0.02% | 426 |
|
|
2021
Q4 | $43.1K | Hold |
994
| – | – | 0.01% | 466 |
|
|
2021
Q3 | $44.3K | Hold |
994
| – | – | 0.02% | 427 |
|
|
2021
Q2 | $40.2K | Hold |
994
| – | – | 0.01% | 470 |
|
|
2021
Q1 | $39K | Hold |
994
| – | – | 0.02% | 460 |
|
|
2020
Q4 | $34.9K | Hold |
994
| – | – | 0.01% | 454 |
|
|
2020
Q3 | $25K | Hold |
994
| – | – | 0.01% | 481 |
|
|
2020
Q2 | $32.5K | Sell |
994
-413
| -29% | -$13.5K | 0.02% | 408 |
|
|
2020
Q1 | $49.1K | Hold |
1,407
| – | – | 0.03% | 272 |
|
|
2019
Q4 | $83K | Hold |
1,407
| – | – | 0.04% | 231 |
|
|
2019
Q3 | $82.8K | Hold |
1,407
| – | – | 0.05% | 229 |
|
|
2019
Q2 | $91.6K | Hold |
1,407
| – | – | 0.05% | 218 |
|
|
2019
Q1 | $88.1K | Hold |
1,407
| – | – | 0.05% | 225 |
|
|
2018
Q4 | $82K | Hold |
1,407
| – | – | 0.05% | 215 |
|
|
2018
Q3 | $95.9K | Hold |
1,407
| – | – | 0.06% | 204 |
|
|
2018
Q2 | $97.4K | Hold |
1,407
| – | – | 0.07% | 201 |
|
|
2018
Q1 | $89.8K | Buy |
1,407
+200
| +17% | +$12.8K | 0.06% | 208 |
|
|
2017
Q4 | $80.5K | Hold |
1,207
| – | – | 0.06% | 210 |
|
|
2017
Q3 | $73.1K | Hold |
1,207
| – | – | 0.06% | 220 |
|
|
2017
Q2 | $64.2K | Hold |
1,207
| – | – | 0.05% | 230 |
|
|
2017
Q1 | $63.6K | Hold |
1,207
| – | – | 0.05% | 224 |
|
|
2016
Q4 | $65.6K | Hold |
1,207
| – | – | 0.06% | 221 |
|
|
2016
Q3 | $60.4K | Buy |
+1,207
| New | +$60.4K | 0.06% | 226 |
|