TrinityPoint Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $788K | Buy |
12,574
+1,213
| +11% | +$76K | 0.11% | 178 |
|
|
2024
Q3 | $749K | Buy |
11,361
+353
| +3% | +$23.3K | 0.11% | 181 |
|
|
2024
Q2 | $795K | Buy |
11,008
+92
| +0.8% | +$6.64K | 0.12% | 164 |
|
|
2024
Q1 | $732K | Buy |
10,916
+861
| +9% | +$57.7K | 0.12% | 165 |
|
|
2023
Q4 | $662K | Buy |
10,055
+3
| +0% | +$197 | 0.12% | 163 |
|
|
2023
Q3 | $647K | Buy |
10,052
+102
| +1% | +$6.57K | 0.13% | 156 |
|
|
2023
Q2 | $601K | Sell |
9,950
-24
| -0.2% | -$1.45K | 0.12% | 161 |
|
|
2023
Q1 | $574K | Buy |
9,974
+299
| +3% | +$17.2K | 0.12% | 160 |
|
|
2022
Q4 | $551K | Buy |
9,675
+122
| +1% | +$6.95K | 0.13% | 158 |
|
|
2022
Q3 | $475K | Buy |
+9,553
| New | +$475K | 0.11% | 165 |
|