Vontobel Holding’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,810
| Closed | -$351K | – | 1126 |
|
2023
Q2 | $351K | Hold |
5,810
| – | – | ﹤0.01% | 890 |
|
2023
Q1 | $334K | Sell |
5,810
-5,810
| -50% | -$334K | ﹤0.01% | 866 |
|
2022
Q4 | $662K | Hold |
11,620
| – | – | 0.01% | 676 |
|
2022
Q3 | $578K | Sell |
11,620
-2,780
| -19% | -$138K | 0.01% | 674 |
|
2022
Q2 | $753K | Hold |
14,400
| – | – | 0.01% | 608 |
|
2022
Q1 | $791K | Buy |
+14,400
| New | +$791K | 0.01% | 680 |
|