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WealthPLAN Partners’s Shell SHEL Stock Holding History

WealthPLAN Partners’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,721
Closed -$164K – 1016
2023
Q2 		$164K Sell
2,721
-13
-0.5% -$785 0.02% 323
2023
Q1 		$157K Buy
+2,734
New +$157K 0.02% 348