CONCENTRIC WEALTH MANAGEMENT, LLC – Shell plc Transaction History
CONCENTRIC WEALTH MANAGEMENT, LLC portfolio value:
$2.79M
portfolio value
CONCENTRIC WEALTH MANAGEMENT, 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 | Increase | +0.86% | 478 shares | -117K | $49.76 | 56.07K |
| Q2 2022 | share | Decrease | -0.44% | -245 shares | -161K | $52.29 | 55.6K |
| Q1 2022 | share | Increase | 0.00% | 55.84K shares | 3.06M | $54.93 | 55.84K |