Westwood Holdings Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,788
| Closed | -$562K | – | 491 |
|
|
2024
Q2 | $562K | Hold |
7,788
| – | – | ﹤0.01% | 379 |
|
|
2024
Q1 | $522K | Buy |
7,788
+18
| +0.2% | +$1.21K | ﹤0.01% | 399 |
|
|
2023
Q4 | $511K | Hold |
7,770
| – | – | ﹤0.01% | 390 |
|
|
2023
Q3 | $500K | Hold |
7,770
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $469K | Hold |
7,770
| – | – | ﹤0.01% | 409 |
|
|
2023
Q1 | $447K | Hold |
7,770
| – | – | ﹤0.01% | 414 |
|
|
2022
Q4 | $443K | Hold |
7,770
| – | – | ﹤0.01% | 426 |
|
|
2022
Q3 | $387K | Sell |
7,770
-363
| -4% | -$18.1K | ﹤0.01% | 400 |
|
|
2022
Q2 | $425K | Buy |
8,133
+200
| +3% | +$10.5K | ﹤0.01% | 398 |
|
|
2022
Q1 | $436K | Buy |
+7,933
| New | +$436K | ﹤0.01% | 392 |
|