Caldwell Trust’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-300
|
|
||||
|
2021
Q4 | $13K | Hold |
300
|
|
||||
|
2021
Q3 | $13.4K | Hold |
300
|
|
||||
|
2021
Q2 | $12.1K | Hold |
300
|
|
||||
|
2021
Q1 | $11.8K | Sell |
300
-393
|
|
||||
|
2020
Q4 | $24.4K | Sell |
693
-415
|
|
||||
|
2020
Q3 | $27.9K | Sell |
1,108
-3,227
|
|
||||
|
2020
Q2 | $142K | Sell |
4,335
-820
|
|
||||
|
2020
Q1 | $180K | Sell |
5,155
-950
|
|
||||
|
2019
Q4 | $360K | Buy |
+6,105
|
|