WealthSource Partners’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $331K | Sell |
5,027
-457
| -8% | -$30.1K | 0.02% | 397 |
|
|
2023
Q3 | $353K | Sell |
5,484
-686
| -11% | -$44.2K | 0.02% | 379 |
|
|
2023
Q2 | $373K | Sell |
6,170
-20
| -0.3% | -$1.21K | 0.02% | 370 |
|
|
2023
Q1 | $356K | Sell |
6,190
-146
| -2% | -$8.4K | 0.02% | 374 |
|
|
2022
Q4 | $361K | Sell |
6,336
-148
| -2% | -$8.43K | 0.03% | 363 |
|
|
2022
Q3 | $323K | Sell |
6,484
-374
| -5% | -$18.6K | 0.02% | 379 |
|
|
2022
Q2 | $359K | Sell |
6,858
-1,390
| -17% | -$72.8K | 0.03% | 360 |
|
|
2022
Q1 | $453K | Buy |
+8,248
| New | +$453K | 0.03% | 363 |
|