Altium Wealth Management’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 |
-8,041
| Closed | -$349K | – | 403 |
|
|
2021
Q4 | $349K | Sell |
8,041
-1,060
| -12% | -$46K | 0.02% | 308 |
|
|
2021
Q3 | $406K | Hold |
9,101
| – | – | 0.03% | 262 |
|
|
2021
Q2 | $368K | Sell |
9,101
-1,559
| -15% | -$63K | 0.03% | 283 |
|
|
2021
Q1 | $418K | Sell |
10,660
-265
| -2% | -$10.4K | 0.03% | 251 |
|
|
2020
Q4 | $384K | Sell |
10,925
-4,663
| -30% | -$164K | 0.03% | 246 |
|
|
2020
Q3 | $392K | Sell |
15,588
-3,313
| -18% | -$83.3K | 0.04% | 224 |
|
|
2020
Q2 | $618K | Sell |
18,901
-3,646
| -16% | -$119K | 0.07% | 131 |
|
|
2020
Q1 | $787K | Buy |
22,547
+10,367
| +85% | +$362K | 0.11% | 99 |
|
|
2019
Q4 | $718K | Sell |
12,180
-50
| -0.4% | -$2.95K | 0.09% | 130 |
|
|
2019
Q3 | $720K | Sell |
12,230
-183
| -1% | -$10.8K | 0.1% | 126 |
|
|
2019
Q2 | $808K | Buy |
12,413
+27
| +0.2% | +$1.76K | 0.12% | 113 |
|
|
2019
Q1 | $775K | Sell |
12,386
-185
| -1% | -$11.6K | 0.12% | 111 |
|
|
2018
Q4 | $733K | Buy |
12,571
+132
| +1% | +$7.7K | 0.14% | 104 |
|
|
2018
Q3 | $848K | Sell |
12,439
-229
| -2% | -$15.6K | 0.16% | 101 |
|
|
2018
Q2 | $877K | Buy |
+12,668
| New | +$877K | 0.23% | 80 |
|