Tradition Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-602
| Closed | -$40K | – | 1042 |
|
|
2023
Q4 | $40K | Sell |
602
-179
| -23% | -$11.9K | ﹤0.01% | 682 |
|
|
2023
Q3 | $50K | Sell |
781
-723
| -48% | -$46.3K | 0.01% | 605 |
|
|
2023
Q2 | $91K | Buy |
1,504
+127
| +9% | +$7.68K | 0.01% | 471 |
|
|
2023
Q1 | $79K | Buy |
1,377
+2
| +0.1% | +$115 | 0.01% | 507 |
|
|
2022
Q4 | $78K | Hold |
1,375
| – | – | 0.01% | 429 |
|
|
2022
Q3 | $68K | Sell |
1,375
-1,050
| -43% | -$51.9K | 0.01% | 443 |
|
|
2022
Q2 | $127K | Hold |
2,425
| – | – | 0.02% | 322 |
|
|
2022
Q1 | $133K | Buy |
+2,425
| New | +$133K | 0.02% | 352 |
|