Atwood & Palmer’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-324
| Closed | -$14K | – | 472 |
|
|
2021
Q4 | $14K | Sell |
324
-276
| -46% | -$12.5K | ﹤0.01% | 352 |
|
|
2021
Q3 | $27K | Hold |
600
| – | – | ﹤0.01% | 281 |
|
|
2021
Q2 | $24K | Hold |
600
| – | – | ﹤0.01% | 281 |
|
|
2021
Q1 | $24K | Hold |
600
| – | – | ﹤0.01% | 276 |
|
|
2020
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 275 |
|
|
2020
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 251 |
|
|
2020
Q2 | $20K | Hold |
600
| – | – | ﹤0.01% | 228 |
|
|
2020
Q1 | $21K | Hold |
600
| – | – | ﹤0.01% | 219 |
|
|
2019
Q4 | $35K | Hold |
600
| – | – | ﹤0.01% | 198 |
|
|
2019
Q3 | $35K | Hold |
600
| – | – | ﹤0.01% | 205 |
|
|
2019
Q2 | $39K | Hold |
600
| – | – | 0.01% | 191 |
|
|
2019
Q1 | $38K | Hold |
600
| – | – | 0.01% | 189 |
|
|
2018
Q4 | $35K | Hold |
600
| – | – | 0.01% | 185 |
|
|
2018
Q3 | $41K | Hold |
600
| – | – | 0.01% | 191 |
|
|
2018
Q2 | $42K | Sell |
600
-1,000
| -63% | -$69.3K | 0.01% | 186 |
|
|
2018
Q1 | $102K | Hold |
1,600
| – | – | 0.01% | 154 |
|
|
2017
Q4 | $107K | Hold |
1,600
| – | – | 0.02% | 152 |
|
|
2017
Q3 | $97K | Hold |
1,600
| – | – | 0.01% | 155 |
|
|
2017
Q2 | $85K | Buy |
1,600
+1,000
| +167% | +$53.6K | 0.01% | 164 |
|
|
2017
Q1 | $32K | Hold |
600
| – | – | 0.01% | 196 |
|
|
2016
Q4 | $33K | Hold |
600
| – | – | 0.01% | 195 |
|
|
2016
Q3 | $30K | Hold |
600
| – | – | 0.01% | 198 |
|
|
2016
Q2 | $33K | Hold |
600
| – | – | 0.01% | 196 |
|
|
2016
Q1 | $29K | Sell |
600
-266
| -31% | -$11.9K | 0.01% | 208 |
|
|
2015
Q4 | $40K | Buy |
+866
| New | +$43.5K | 0.01% | 219 |
|
|
2015
Q3 | – | Sell |
-1,066
| Closed | -$61K | – | 463 |
|
|
2015
Q2 | $61K | Sell |
1,066
-134
| -11% | -$8.16K | 0.01% | 178 |
|
|
2015
Q1 | $72K | Sell |
1,200
-300
| -20% | -$19K | 0.01% | 174 |
|
|
2014
Q4 | $101K | Sell |
1,500
-200
| -12% | -$13.8K | 0.02% | 166 |
|
|
2014
Q3 | $129K | Buy |
1,700
+400
| +31% | +$32.1K | 0.02% | 151 |
|
|
2014
Q2 | $107K | Buy |
+1,300
| New | +$102K | 0.03% | 154 |
|
Other funds holding RDS.A
CW
GCM
JGUA
CGL
SC
CJL
BCFD
BG
MW
FCMT