Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-277
| Closed | -$16K | – | 151 |
|
|
2019
Q4 | $16K | Sell |
277
-6
| -2% | -$347 | ﹤0.01% | 108 |
|
|
2019
Q3 | $17K | Hold |
283
| – | – | 0.01% | 104 |
|
|
2019
Q2 | $18K | Hold |
283
| – | – | 0.01% | 104 |
|
|
2019
Q1 | $18K | Hold |
283
| – | – | 0.02% | 87 |
|
|
2018
Q4 | $16K | Hold |
283
| – | – | 0.01% | 95 |
|
|
2018
Q3 | $19K | Hold |
283
| – | – | 0.01% | 97 |
|
|
2018
Q2 | $20K | Hold |
283
| – | – | 0.01% | 90 |
|
|
2018
Q1 | $18K | Hold |
283
| – | – | 0.01% | 100 |
|
|
2017
Q4 | $19K | Hold |
283
| – | – | 0.01% | 115 |
|
|
2017
Q3 | $17K | Hold |
283
| – | – | 0.01% | 146 |
|
|
2017
Q2 | $15K | Sell |
283
-500
| -64% | -$26.5K | 0.01% | 159 |
|
|
2017
Q1 | $41K | Hold |
783
| – | – | 0.01% | 83 |
|
|
2016
Q4 | $42K | Sell |
783
-6
| -0.8% | -$322 | 0.01% | 85 |
|
|
2016
Q3 | $40K | Hold |
789
| – | – | 0.02% | 132 |
|
|
2016
Q2 | $44K | Sell |
789
-23
| -3% | -$1.28K | 0.02% | 160 |
|
|
2016
Q1 | $39K | Buy |
812
+23
| +3% | +$1.11K | 0.03% | 208 |
|
|
2015
Q4 | $36K | Buy |
+789
| New | +$36K | 0.04% | 196 |
|
|
2013
Q3 | $13K | Hold |
200
| – | – | 0.04% | 216 |
|
|
2013
Q2 | $13K | Buy |
+200
| New | +$13K | 0.05% | 174 |
|