Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $23K | Sell |
526
-131
| -20% | -$5.73K | ﹤0.01% | 939 |
|
|
2021
Q2 | $26K | Buy |
657
+36
| +6% | +$1.43K | ﹤0.01% | 820 |
|
|
2021
Q1 | $23K | Buy |
621
+530
| +582% | +$19.6K | ﹤0.01% | 742 |
|
|
2020
Q4 | $3K | Sell |
91
-1,537
| -94% | -$50.7K | ﹤0.01% | 1354 |
|
|
2020
Q3 | $40K | Buy |
1,628
+817
| +101% | +$20.1K | 0.01% | 407 |
|
|
2020
Q2 | $25K | Sell |
811
-121
| -13% | -$3.73K | 0.01% | 485 |
|
|
2020
Q1 | $31K | Sell |
932
-7
| -0.7% | -$233 | 0.01% | 391 |
|
|
2019
Q4 | $54K | Buy |
939
+334
| +55% | +$19.2K | 0.02% | 316 |
|
|
2019
Q3 | $34K | Sell |
605
-542
| -47% | -$30.5K | 0.01% | 377 |
|
|
2019
Q2 | $73K | Buy |
1,147
+206
| +22% | +$13.1K | 0.02% | 249 |
|
|
2019
Q1 | $57K | Sell |
941
-117
| -11% | -$7.09K | 0.02% | 257 |
|
|
2018
Q4 | $61K | Buy |
+1,058
| New | +$61K | 0.02% | 235 |
|