Avantax Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,392
| Closed | -$200K | – | 318 |
|
|
2019
Q4 | $200K | Sell |
3,392
-543
| -14% | -$32K | 0.01% | 297 |
|
|
2019
Q3 | $232K | Sell |
3,935
-191
| -5% | -$11.3K | 0.01% | 274 |
|
|
2019
Q2 | $266K | Sell |
4,126
-918
| -18% | -$59.2K | 0.02% | 250 |
|
|
2019
Q1 | $316K | Buy |
+5,044
| New | +$316K | 0.02% | 223 |
|
|
2018
Q4 | – | Sell |
-3,211
| Closed | -$219K | – | 1319 |
|
|
2018
Q3 | $219K | Buy |
3,211
+38
| +1% | +$2.59K | 0.02% | 227 |
|
|
2018
Q2 | $220K | Buy |
3,173
+40
| +1% | +$2.77K | 0.02% | 220 |
|
|
2018
Q1 | $200K | Buy |
+3,133
| New | +$200K | 0.02% | 292 |
|