Triasima Portfolio Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,975
| Closed | -$249K | – | 163 |
|
|
2024
Q4 | $249K | Buy |
+3,975
| New | +$249K | 0.05% | 132 |
|
|
2024
Q3 | – | Sell |
-4,055
| Closed | -$293K | – | 139 |
|
|
2024
Q2 | $293K | Buy |
4,055
+115
| +3% | +$8.3K | 0.03% | 125 |
|
|
2024
Q1 | $264K | Sell |
3,940
-1,780
| -31% | -$119K | 0.02% | 128 |
|
|
2023
Q4 | $376K | Buy |
5,720
+1,715
| +43% | +$113K | 0.03% | 118 |
|
|
2023
Q3 | $258K | Hold |
4,005
| – | – | 0.02% | 121 |
|
|
2023
Q2 | $320K | Hold |
4,005
| – | – | 0.02% | 126 |
|
|
2023
Q1 | $230K | Hold |
4,005
| – | – | 0.02% | 127 |
|
|
2022
Q4 | $228K | Buy |
+4,005
| New | +$228K | 0.02% | 125 |
|