Tanglewood Legacy Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Sell |
1,888
-320
| -14% | -$22.5K | 0.05% | 111 |
|
|
2025
Q1 | $162K | Hold |
2,208
| – | – | 0.07% | 105 |
|
|
2024
Q4 | $138K | Sell |
2,208
-1,040
| -32% | -$65.2K | 0.06% | 107 |
|
|
2024
Q3 | $214K | Hold |
3,248
| – | – | 0.1% | 85 |
|
|
2024
Q2 | $234K | Hold |
3,248
| – | – | 0.11% | 83 |
|
|
2024
Q1 | $218K | Buy |
+3,248
| New | +$218K | 0.11% | 84 |
|