Avantax Advisory Services’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 |
-87,816
| Closed | -$3.81M | – | 1378 |
|
|
2021
Q4 | $3.81M | Sell |
87,816
-8,059
| -8% | -$350K | 0.06% | 241 |
|
|
2021
Q3 | $4.27M | Sell |
95,875
-8,098
| -8% | -$361K | 0.07% | 202 |
|
|
2021
Q2 | $4.2M | Buy |
103,973
+7,786
| +8% | +$315K | 0.08% | 192 |
|
|
2021
Q1 | $3.77M | Buy |
96,187
+12,995
| +16% | +$510K | 0.08% | 186 |
|
|
2020
Q4 | $2.92M | Sell |
83,192
-57,889
| -41% | -$2.03M | 0.07% | 196 |
|
|
2020
Q3 | $3.55M | Buy |
141,081
+64,804
| +85% | +$1.63M | 0.06% | 256 |
|
|
2020
Q2 | $2.5M | Sell |
76,277
-3,265
| -4% | -$107K | 0.07% | 186 |
|
|
2020
Q1 | $2.77M | Buy |
79,542
+13,817
| +21% | +$482K | 0.08% | 158 |
|
|
2019
Q4 | $3.88M | Buy |
65,725
+16,323
| +33% | +$964K | 0.09% | 137 |
|
|
2019
Q3 | $2.91M | Buy |
49,402
+8,103
| +20% | +$477K | 0.12% | 90 |
|
|
2019
Q2 | $2.69M | Buy |
41,299
+10,113
| +32% | +$658K | 0.12% | 89 |
|
|
2019
Q1 | $1.95M | Buy |
31,186
+8,707
| +39% | +$545K | 0.1% | 105 |
|
|
2018
Q4 | $1.31M | Buy |
+22,479
| New | +$1.31M | 0.22% | 108 |
|