BWP
RDS.A
Baldwin Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,024
| Closed | -$44K | – | 707 |
|
|
2021
Q4 | $44K | Hold |
1,024
| – | – | ﹤0.01% | 364 |
|
|
2021
Q3 | $46K | Hold |
1,024
| – | – | 0.01% | 358 |
|
|
2021
Q2 | $41K | Buy |
1,024
+80
| +8% | +$3.2K | ﹤0.01% | 381 |
|
|
2021
Q1 | $37K | Hold |
944
| – | – | ﹤0.01% | 378 |
|
|
2020
Q4 | $33K | Hold |
944
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $24K | Hold |
944
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $31K | Hold |
944
| – | – | ﹤0.01% | 350 |
|
|
2020
Q1 | $33K | Hold |
944
| – | – | 0.01% | 322 |
|
|
2019
Q4 | $56K | Buy |
+944
| New | +$56K | 0.01% | 304 |
|
|
2019
Q2 | – | Sell |
-600
| Closed | -$38K | – | 536 |
|
|
2019
Q1 | $38K | Buy |
+600
| New | +$38K | 0.01% | 331 |
|
|
2017
Q2 | – | Sell |
-40
| Closed | -$2K | – | 512 |
|
|
2017
Q1 | $2K | Sell |
40
-547
| -93% | -$27.4K | ﹤0.01% | 476 |
|
|
2016
Q4 | $32K | Hold |
587
| – | – | 0.01% | 332 |
|
|
2016
Q3 | $29K | Buy |
587
+87
| +17% | +$4.3K | 0.01% | 348 |
|
|
2016
Q2 | $28K | Hold |
500
| – | – | 0.01% | 311 |
|
|
2016
Q1 | $24K | Buy |
+500
| New | +$24K | ﹤0.01% | 351 |
|