Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-37,206
Closed -$2.45M 2998
2024
Q3
$2.45M Buy
37,206
+24,906
+202% +$1.76M 0.04% 473
2024
Q2
$888K Sell
12,300
-12,683
-51% -$907K 0.01% 1147
2024
Q1
$1.67M Buy
24,983
+21,836
+694% +$1.4M 0.02% 855
2023
Q4
$207K Buy
+3,147
New +$207K ﹤0.01% 2377
2023
Q3
Sell
-6,850
Closed -$426K 3419
2023
Q2
$414K Sell
6,850
-902
-12% -$54.1K 0.01% 1582
2023
Q1
$446K Buy
7,752
+1,213
+19% +$71.4K 0.01% 1345
2022
Q4
$372K Buy
+6,539
New +$360K 0.01% 1337

Other funds holding SHEL