YorkBridge Wealth Partners’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$455K	Sell	7,989 -770	-9%	-$43.9K	0.12%	135
2022 Q3	$436K	Buy	8,759 +431	+5%	+$21.5K	0.11%	130
2022 Q2	$435K	Sell	8,328 -434	-5%	-$22.7K	0.11%	138
2022 Q1	$481K	Buy	+8,762	New	+$481K	0.11%	143