AWM
RDS.B
Alterna 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 |
-66,076
| Closed | -$2.86M | – | 161 |
|
|
2021
Q4 | $2.86M | Buy |
+66,076
| New | +$2.86M | 2.38% | 14 |
|
|
2020
Q4 | $2.49M | Sell |
74,008
-4,432
| -6% | -$149K | 3.14% | 10 |
|
|
2020
Q3 | $1.9M | Hold |
78,440
| – | – | 2.75% | 11 |
|
|
2020
Q2 | $2.39M | Buy |
78,440
+49,450
| +171% | +$1.51M | 2.85% | 7 |
|
|
2020
Q1 | $947K | Buy |
28,990
+4,144
| +17% | +$135K | 1.37% | 26 |
|
|
2019
Q4 | $1.49M | Sell |
24,846
-1,663
| -6% | -$99.7K | 1.66% | 19 |
|
|
2019
Q3 | $1.59M | Sell |
26,509
-3,994
| -13% | -$239K | 1.88% | 16 |
|
|
2019
Q2 | $2.01M | Sell |
30,503
-1,264
| -4% | -$83.1K | 2.41% | 11 |
|
|
2019
Q1 | $2.03M | Buy |
31,767
+6,728
| +27% | +$430K | 1.72% | 18 |
|
|
2018
Q4 | $1.5M | Buy |
+25,039
| New | +$1.5M | 0.24% | 65 |
|