WR Wealth Planners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $41.4K | Sell |
660
-293
| -31% | -$18.4K | 0.01% | 338 |
|
|
2024
Q3 | $62.9K | Sell |
953
-19
| -2% | -$1.25K | 0.02% | 307 |
|
|
2024
Q2 | $70.2K | Sell |
972
-9
| -0.9% | -$650 | 0.02% | 291 |
|
|
2024
Q1 | $65.8K | Buy |
+981
| New | +$65.8K | 0.02% | 301 |
|
|
2023
Q4 | – | Sell |
-109
| Closed | -$7.02K | – | 739 |
|
|
2023
Q3 | $7.02K | Sell |
109
-55
| -34% | -$3.54K | ﹤0.01% | 629 |
|
|
2023
Q2 | $9.9K | Sell |
164
-43
| -21% | -$2.6K | ﹤0.01% | 581 |
|
|
2023
Q1 | $11.9K | Buy |
+207
| New | +$11.9K | 0.01% | 512 |
|