Western Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,274
| Closed | -$216K | – | 742 |
|
|
2024
Q3 | $216K | Sell |
3,274
-190
| -5% | -$12.5K | 0.01% | 695 |
|
|
2024
Q2 | $250K | Sell |
3,464
-257
| -7% | -$18.6K | 0.02% | 552 |
|
|
2024
Q1 | $249K | Buy |
3,721
+351
| +10% | +$23.5K | 0.02% | 560 |
|
|
2023
Q4 | $222K | Buy |
3,370
+110
| +3% | +$7.24K | 0.02% | 629 |
|
|
2023
Q3 | $210K | Buy |
+3,260
| New | +$210K | 0.02% | 602 |
|
|
2023
Q2 | – | Sell |
-3,941
| Closed | -$227K | – | 670 |
|
|
2023
Q1 | $227K | Sell |
3,941
-3,098
| -44% | -$178K | 0.02% | 581 |
|
|
2022
Q4 | $401K | Sell |
7,039
-5,616
| -44% | -$320K | 0.04% | 391 |
|
|
2022
Q3 | $632K | Sell |
12,655
-648
| -5% | -$32.4K | 0.04% | 409 |
|
|
2022
Q2 | $699K | Buy |
+13,303
| New | +$699K | 0.04% | 385 |
|