SWS
SYSTM Wealth Solutions’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,015
| Closed | -$218K | – | 534 |
|
|
2024
Q2 | $218K | Sell |
3,015
-8,118
| -73% | -$586K | 0.05% | 184 |
|
|
2024
Q1 | $746K | Sell |
11,133
-1,380
| -11% | -$92.5K | 0.09% | 238 |
|
|
2023
Q4 | $823K | Sell |
12,513
-1,486
| -11% | -$97.8K | 0.11% | 220 |
|
|
2023
Q3 | $901K | Buy |
13,999
+5,037
| +56% | +$324K | 0.14% | 194 |
|
|
2023
Q2 | $541K | Buy |
8,962
+9
| +0.1% | +$543 | 0.07% | 302 |
|
|
2023
Q1 | $515K | Sell |
8,953
-1,190
| -12% | -$68.5K | 0.08% | 293 |
|
|
2022
Q4 | $578K | Buy |
+10,143
| New | +$578K | 0.07% | 314 |
|