CT
RDS.B

Caldwell Trust’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Caldwell Trust’s Portfolio RDS.B Stock Details RDS.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-937
Closed -$40.6K – 777
2021
Q4 		$40.6K Sell
937
-10
-1% -$451 ﹤0.01% 492
2021
Q3 		$41.9K Sell
947
-616
-39% -$24.4K 0.01% 470
2021
Q2 		$60.7K Hold
1,563
– – 0.01% 422
2021
Q1 		$57.6K Hold
1,563
– – 0.01% 414
2020
Q4 		$52.5K Hold
1,563
– – 0.01% 409
2020
Q3 		$37.9K Sell
1,563
-584
-27% -$16.7K 0.01% 440
2020
Q2 		$65.4K Sell
2,147
-1,040
-33% -$34K 0.01% 382
2020
Q1 		$104K Sell
3,187
-275
-8% -$12.9K 0.02% 316
2019
Q4 		$208K Buy
+3,462
New +$204K 0.03% 261

Other funds holding RDS.B

CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $475M AUM 18.5% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SLWA
San Luis Wealth Advisors San Luis Obispo, California $604M AUM 15.93% 1-Year Est. Return