Worth Asset Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-945
| Closed | -$57.1K | – | 373 |
|
|
2023
Q2 | $57.1K | Buy |
945
+317
| +50% | +$19.1K | 0.04% | 178 |
|
|
2023
Q1 | $36.1K | Buy |
628
+158
| +34% | +$9.09K | 0.03% | 209 |
|
|
2022
Q4 | $26.8K | Buy |
+470
| New | +$26.8K | 0.02% | 239 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$17K | – | 578 |
|
|
2022
Q1 | $17K | Buy |
+300
| New | +$17K | 0.01% | 322 |
|