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WorthPointe’s Shell SHEL Stock Holding History

WorthPointe’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,546
Closed -$233K – 77
2023
Q4 		$233K Buy
+3,546
New +$233K 0.12% 64