Arkadios Wealth Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-5,865
| Closed | -$259K | – | 1939 |
|
2021
Q3 | $259K | Sell |
5,865
-1,117
| -16% | -$49.3K | 0.04% | 440 |
|
2021
Q2 | $271K | Buy |
6,982
+1,128
| +19% | +$43.8K | 0.03% | 468 |
|
2021
Q1 | $215K | Buy |
5,854
+1,371
| +31% | +$50.4K | 0.04% | 399 |
|
2020
Q4 | $150K | Buy |
+4,483
| New | +$150K | 0.03% | 367 |
|
2020
Q2 | – | Sell |
-489
| Closed | -$16K | – | 1190 |
|
2020
Q1 | $16K | Sell |
489
-33
| -6% | -$1.08K | 0.01% | 533 |
|
2019
Q4 | $27K | Buy |
+522
| New | +$27K | 0.02% | 405 |
|