WNY Asset Management’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 |
-16,533
| Closed | -$1.19M | – | 247 |
|
|
2024
Q2 | $1.19M | Sell |
16,533
-819
| -5% | -$59.1K | 0.16% | 84 |
|
|
2024
Q1 | $1.16M | Sell |
17,352
-717
| -4% | -$48.1K | 0.18% | 84 |
|
|
2023
Q4 | $1.19M | Sell |
18,069
-100
| -0.6% | -$6.58K | 0.2% | 79 |
|
|
2023
Q3 | $1.17M | Buy |
18,169
+623
| +4% | +$40.1K | 0.23% | 72 |
|
|
2023
Q2 | $1.06M | Buy |
17,546
+3,757
| +27% | +$227K | 0.23% | 68 |
|
|
2023
Q1 | $793K | Buy |
13,789
+6,417
| +87% | +$369K | 0.19% | 86 |
|
|
2022
Q4 | $420K | Buy |
+7,372
| New | +$420K | 0.11% | 125 |
|