True Wealth Design’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9K | Buy |
183
+4
| +2% | +$282 | ﹤0.01% | 491 |
|
|
2025
Q1 | $13.1K | Sell |
179
-29
| -14% | -$2.13K | 0.01% | 410 |
|
|
2024
Q4 | $13K | Buy |
208
+117
| +129% | +$7.33K | 0.01% | 383 |
|
|
2024
Q3 | $6K | Sell |
91
-12,289
| -99% | -$811K | ﹤0.01% | 525 |
|
|
2024
Q2 | $894K | Sell |
12,380
-38
| -0.3% | -$2.74K | 0.22% | 53 |
|
|
2024
Q1 | $833K | Buy |
12,418
+305
| +3% | +$20.4K | 0.21% | 77 |
|
|
2023
Q4 | $797K | Sell |
12,113
-674
| -5% | -$44.3K | 0.22% | 70 |
|
|
2023
Q3 | $823K | Sell |
12,787
-870
| -6% | -$56K | 0.28% | 40 |
|
|
2023
Q2 | $825K | Sell |
13,657
-284
| -2% | -$17.1K | 0.3% | 54 |
|
|
2023
Q1 | $802K | Buy |
13,941
+133
| +1% | +$7.65K | 0.34% | 61 |
|
|
2022
Q4 | $786K | Buy |
+13,808
| New | +$786K | 0.36% | 52 |
|