EWA
RDS.A
EP Wealth Advisors’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 |
-7,510
| Closed | -$326K | – | 673 |
|
|
2021
Q4 | $326K | Buy |
7,510
+1,794
| +31% | +$77.9K | 0.01% | 445 |
|
|
2021
Q3 | $255K | Sell |
5,716
-194
| -3% | -$8.66K | 0.01% | 466 |
|
|
2021
Q2 | $239K | Buy |
+5,910
| New | +$239K | 0.01% | 489 |
|
|
2014
Q4 | – | Sell |
-2,773
| Closed | -$211K | – | 143 |
|
|
2014
Q3 | $211K | Buy |
2,773
+105
| +4% | +$7.99K | 0.03% | 109 |
|
|
2014
Q2 | $220K | Buy |
+2,668
| New | +$220K | 0.05% | 108 |
|
|
2014
Q1 | – | Sell |
-3,848
| Closed | -$274K | – | 140 |
|
|
2013
Q4 | $274K | Buy |
+3,848
| New | +$274K | 0.07% | 97 |
|