Tempus Wealth Planning’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,282
Closed -$259K 187
2023
Q2
$259K Sell
4,282
-499
-10% -$30.1K 0.12% 151
2023
Q1
$275K Buy
+4,781
New +$275K 0.13% 132