B. Riley Wealth Management’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
Q3 | – | Sell |
-19,209
| Closed | -$628K | – | 549 |
|
|
2020
Q2 | $628K | Sell |
19,209
-3,842
| -17% | -$126K | 0.07% | 205 |
|
|
2020
Q1 | $804K | Buy |
23,051
+4,600
| +25% | +$160K | 0.08% | 203 |
|
|
2019
Q4 | $1.09M | Sell |
18,451
-72
| -0.4% | -$4.25K | 0.16% | 134 |
|
|
2019
Q3 | $1.09M | Buy |
18,523
+321
| +2% | +$18.9K | 0.19% | 123 |
|
|
2019
Q2 | $1.18K | Buy |
18,202
+8,499
| +88% | +$553 | 0.18% | 110 |
|
|
2019
Q1 | $607K | Buy |
9,703
+1,277
| +15% | +$79.9K | 0.11% | 185 |
|
|
2018
Q4 | $491K | Buy |
8,426
+2,560
| +44% | +$149K | 0.1% | 187 |
|
|
2018
Q3 | $400K | Buy |
+5,866
| New | +$400K | 0.1% | 175 |
|
|
2015
Q3 | – | Sell |
-2,274
| Closed | -$129K | – | 836 |
|
|
2015
Q2 | $129K | Sell |
2,274
-263
| -10% | -$14.9K | 0.1% | 233 |
|
|
2015
Q1 | $151K | Buy |
2,537
+32
| +1% | +$1.91K | 0.11% | 226 |
|
|
2014
Q4 | $167K | Buy |
2,505
+29
| +1% | +$1.93K | 0.14% | 192 |
|
|
2014
Q3 | $188K | Buy |
2,476
+26
| +1% | +$1.97K | 0.14% | 205 |
|
|
2014
Q2 | $201K | Sell |
2,450
-188
| -7% | -$15.4K | 0.13% | 212 |
|
|
2014
Q1 | $193K | Buy |
+2,638
| New | +$193K | 0.14% | 200 |
|