1834 Investment Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-335
| Closed | -$15K | – | 487 |
|
|
2021
Q4 | $15K | Sell |
335
-265
| -44% | -$11.9K | ﹤0.01% | 353 |
|
|
2021
Q3 | $27K | Sell |
600
-53
| -8% | -$2.39K | ﹤0.01% | 315 |
|
|
2021
Q2 | $26K | Sell |
653
-497
| -43% | -$19.8K | ﹤0.01% | 331 |
|
|
2021
Q1 | $45K | Hold |
1,150
| – | – | 0.01% | 275 |
|
|
2020
Q4 | $40K | Hold |
1,150
| – | – | 0.01% | 277 |
|
|
2020
Q3 | $29K | Sell |
1,150
-325
| -22% | -$8.2K | ﹤0.01% | 288 |
|
|
2020
Q2 | $48K | Hold |
1,475
| – | – | 0.01% | 248 |
|
|
2020
Q1 | $51K | Hold |
1,475
| – | – | 0.01% | 253 |
|
|
2019
Q4 | $87K | Buy |
+1,475
| New | +$87K | 0.01% | 244 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$14K | – | 428 |
|
|
2018
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 345 |
|
|
2018
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 352 |
|
|
2018
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 369 |
|
|
2017
Q4 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 394 |
|
|
2014
Q2 | – | Sell |
-3,555
| Closed | -$260K | – | 168 |
|
|
2014
Q1 | $260K | Sell |
3,555
-145
| -4% | -$10.6K | 0.08% | 132 |
|
|
2013
Q4 | $264K | Sell |
3,700
-500
| -12% | -$35.7K | 0.08% | 137 |
|
|
2013
Q3 | $276K | Hold |
4,200
| – | – | 0.09% | 130 |
|
|
2013
Q2 | $268K | Buy |
+4,200
| New | +$268K | 0.09% | 132 |
|