AWM
RDS.A
Aries Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,022
| Closed | -$218K | – | 244 |
|
|
2021
Q4 | $218K | Sell |
5,022
-798
| -14% | -$34.6K | 0.08% | 171 |
|
|
2021
Q3 | $259K | Hold |
5,820
| – | – | 0.11% | 152 |
|
|
2021
Q2 | $235K | Buy |
+5,820
| New | +$235K | 0.1% | 160 |
|
|
2018
Q3 | – | Sell |
-2,926
| Closed | -$200K | – | 141 |
|
|
2018
Q2 | $200K | Hold |
2,926
| – | – | 0.18% | 127 |
|
|
2018
Q1 | $200K | Hold |
2,926
| – | – | 0.19% | 120 |
|
|
2017
Q4 | $204K | Buy |
+2,926
| New | +$204K | 0.19% | 126 |
|