TrinityPoint Wealth’s Shell SHEL Stock Holding History

TrinityPoint Wealth’s Portfolio SHEL Stock Details SHEL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$788K	Buy
2024 Q3	$749K	Buy
2024 Q2	$795K	Buy
2024 Q1	$732K	Buy
2023 Q4	$662K	Buy
2023 Q3	$647K	Buy
2023 Q2	$601K	Sell
2023 Q1	$574K	Buy
2022 Q4	$551K	Buy
2022 Q3	$475K	Buy