SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Shell plc Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$367,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-4.84%
quarter
Shell plc 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.51% | -852 shares | -5K | $49.76 | 6.55K |
| Q2 2022 | share | Increase | +38.48% | 2.05K shares | 78K | $52.29 | 7.40K |
| Q1 2022 | share | Increase | 0.00% | 5.34K shares | 294K | $54.93 | 5.34K |