Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-9,600
Closed -$693K 3550
2024
Q2
$693K Sell
9,600
-30,600
-76% -$2.19M 0.01% 1301
2024
Q1
$2.7M Buy
40,200
+13,500
+51% +$865K 0.03% 630
2023
Q4
$1.76M Sell
26,700
-12,200
-31% -$801K 0.02% 746
2023
Q3
$2.5M Sell
38,900
-62,500
-62% -$3.89M 0.03% 597
2023
Q2
$6.12M Buy
101,400
+91,300
+904% +$5.48M 0.09% 245
2023
Q1
$581K Sell
10,100
-55,800
-85% -$3.28M 0.01% 1153
2022
Q4
$3.75M Buy
+65,900
New +$3.63M 0.11% 218

Other funds holding SHEL