9WM
RDS.B
9258 Wealth Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9,923
| Closed | -$430K | – | 392 |
|
|
2021
Q4 | $430K | Sell |
9,923
-2,691
| -21% | -$117K | 0.1% | 219 |
|
|
2021
Q3 | $558K | Sell |
12,614
-546
| -4% | -$24.2K | 0.15% | 153 |
|
|
2021
Q2 | $511K | Sell |
13,160
-1,120
| -8% | -$43.5K | 0.14% | 164 |
|
|
2021
Q1 | $526K | Sell |
14,280
-460
| -3% | -$16.9K | 0.16% | 146 |
|
|
2020
Q4 | $495K | Sell |
14,740
-10,624
| -42% | -$357K | 0.16% | 150 |
|
|
2020
Q3 | $613K | Sell |
25,364
-816
| -3% | -$19.7K | 0.23% | 110 |
|
|
2020
Q2 | $797K | Sell |
26,180
-141
| -0.5% | -$4.29K | 0.32% | 82 |
|
|
2020
Q1 | $913K | Buy |
26,321
+1,889
| +8% | +$65.5K | 0.4% | 63 |
|
|
2019
Q4 | $1.47M | Buy |
24,432
+1,315
| +6% | +$78.9K | 0.54% | 36 |
|
|
2019
Q3 | $1.39M | Sell |
23,117
-123
| -0.5% | -$7.37K | 1.08% | 21 |
|
|
2019
Q2 | $1.53M | Sell |
23,240
-2,489
| -10% | -$164K | 1.23% | 17 |
|
|
2019
Q1 | $1.65M | Sell |
25,729
-125
| -0.5% | -$7.99K | 1.4% | 11 |
|
|
2018
Q4 | $1.55M | Buy |
+25,854
| New | +$1.55M | 1.5% | 10 |
|