Caldwell Trust’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-937
|
|
||||
|
2021
Q4 | $40.6K | Sell |
937
-10
|
|
||||
|
2021
Q3 | $41.9K | Sell |
947
-616
|
|
||||
|
2021
Q2 | $60.7K | Hold |
1,563
|
|
||||
|
2021
Q1 | $57.6K | Hold |
1,563
|
|
||||
|
2020
Q4 | $52.5K | Hold |
1,563
|
|
||||
|
2020
Q3 | $37.9K | Sell |
1,563
-584
|
|
||||
|
2020
Q2 | $65.4K | Sell |
2,147
-1,040
|
|
||||
|
2020
Q1 | $104K | Sell |
3,187
-275
|
|
||||
|
2019
Q4 | $208K | Buy |
+3,462
|
|