Avantax Planning Partners’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,112
| Closed | -$79K | – | 1320 |
|
|
2018
Q3 | $79K | Buy |
+1,112
| New | +$79K | 0.01% | 389 |
|
|
2018
Q2 | – | Sell |
-2,284
| Closed | -$158K | – | 1647 |
|
|
2018
Q1 | $158K | Buy |
+2,284
| New | +$158K | 0.01% | 331 |
|
|
2017
Q4 | – | Sell |
-3,874
| Closed | -$242K | – | 363 |
|
|
2017
Q3 | $242K | Buy |
+3,874
| New | +$242K | 0.02% | 332 |
|