WAG
Wiser Advisor Group’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-350
| Closed | -$25.6K | – | 217 |
|
|
2025
Q1 | $25.6K | Sell |
350
-21
| -6% | -$1.54K | 0.04% | 132 |
|
|
2024
Q4 | $23.3K | Buy |
371
+3
| +0.8% | +$188 | 0.03% | 138 |
|
|
2024
Q3 | $24.2K | Buy |
368
+3
| +0.8% | +$198 | 0.04% | 139 |
|
|
2024
Q2 | $26.3K | Buy |
365
+5
| +1% | +$360 | 0.04% | 129 |
|
|
2024
Q1 | $24.2K | Sell |
360
-2
| -0.6% | -$134 | 0.04% | 134 |
|
|
2023
Q4 | $23.8K | Buy |
+362
| New | +$23.8K | 0.04% | 136 |
|