CWP
RDS.A
Concord 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 |
-561
| Closed | -$24K | – | 1432 |
|
|
2021
Q4 | $24K | Buy |
561
+97
| +21% | +$4.15K | 0.01% | 609 |
|
|
2021
Q3 | $21K | Hold |
464
| – | – | 0.01% | 370 |
|
|
2021
Q2 | $19K | Sell |
464
-161
| -26% | -$6.59K | 0.01% | 515 |
|
|
2021
Q1 | $25K | Hold |
625
| – | – | 0.01% | 444 |
|
|
2020
Q4 | $22K | Buy |
+625
| New | +$22K | 0.02% | 300 |
|