Family Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,298
Closed -$253K 207
2019
Q4
$253K Hold
4,298
0.09% 129
2019
Q3
$253K Buy
4,298
+95
+2% +$5.64K 0.09% 120
2019
Q2
$276K Buy
+4,203
New +$269K 0.11% 106
2019
Q1
Sell
-4,229
Closed -$246K 151
2018
Q4
$246K Hold
4,229
0.1% 103
2018
Q3
$288K Hold
4,229
0.17% 52
2018
Q2
$293K Buy
+4,229
New +$293K 0.18% 56
2015
Q4
Sell
-4,225
Closed -$200K 94
2015
Q3
$200K Hold
4,225
0.09% 87
2015
Q2
$241K Buy
+4,225
New +$257K 0.1% 80
2014
Q1
Sell
-77,407
Closed -$5.52M 80
2013
Q4
$5.52M Sell
77,407
-2,525
-3% -$170K 3.17% 10
2013
Q3
$5.25M Buy
79,932
+5,625
+8% +$368K 3.39% 6
2013
Q2
$4.74M Buy
+74,307
New +$4.92M 2.88% 14

Other funds holding RDS.A