WealthPlan Investment Management’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	-364	Closed	-$22K	–	317
2023 Q2	$22K	Buy	364 +60	+20%	+$3.62K	0.01%	235
2023 Q1	$17.5K	Buy	+304	New	+$17.5K	﹤0.01%	301