Trek Financial’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
+3,960
| New | +$279K | 0.02% | 356 |
|
|
2024
Q3 | – | Sell |
-2,821
| Closed | -$204K | – | 445 |
|
|
2024
Q2 | $204K | Sell |
2,821
-532
| -16% | -$38.4K | 0.02% | 375 |
|
|
2024
Q1 | $225K | Buy |
3,353
+108
| +3% | +$7.24K | 0.02% | 360 |
|
|
2023
Q4 | $214K | Buy |
+3,245
| New | +$214K | 0.02% | 282 |
|