TCI 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
Q2 | – | Sell |
-1,216
| Closed | -$70K | – | 1899 |
|
|
2023
Q1 | $70K | Hold |
1,216
| – | – | 0.01% | 353 |
|
|
2022
Q4 | $69.3K | Buy |
1,216
+666
| +121% | +$37.9K | 0.01% | 332 |
|
|
2022
Q3 | $27K | Sell |
550
-50
| -8% | -$2.46K | ﹤0.01% | 547 |
|
|
2022
Q2 | $31K | Buy |
600
+50
| +9% | +$2.58K | ﹤0.01% | 504 |
|
|
2022
Q1 | $30K | Buy |
+550
| New | +$30K | ﹤0.01% | 540 |
|