Blue Current Global Dividend Fund SHEL Holdings History
Blue Current Global Dividend Fund's Shell PLC Holding Summary
As of 2025-02-28, Ultimus Managers Trust held 33,380.00 shares of Shell PLC(SHEL), totaling $2.25 Mil. This investment constitutes 3% of their stock portfolio, and Ultimus Managers Trust now holds 0% of the outstanding Shell PLC(SHEL) stock.
The initial trade took place in 2022Q2. And since then Blue Current Global Dividend Fund has made 5 purchases of SHEL, at an average price of $59.18, for a total of 55,580.00 shares. In addition, there have been 1 sales at an average price of $59.52 for 22,200.00 shares. Based on historical transaction data and SHEL's current price of $70.38, Blue Current Global Dividend Fund's estimated gain on his SHEL holdings is $381,109.10, reflecting a 11.59% gain to date.
Blue Current Global Dividend Fund SHEL ($70.38) Holding Chart
Blue Current Global Dividend Fund SHEL ($70.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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