Financial Advocates Investment Management’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,547
| Closed | -$213K | – | 552 |
|
|
2019
Q4 | $213K | Sell |
3,547
-65
| -2% | -$3.9K | 0.02% | 471 |
|
|
2019
Q3 | $217K | Sell |
3,612
-2,646
| -42% | -$159K | 0.02% | 444 |
|
|
2019
Q2 | $411K | Buy |
6,258
+94
| +2% | +$6.17K | 0.05% | 321 |
|
|
2019
Q1 | $394K | Buy |
6,164
+1
| +0% | +$64 | 0.05% | 312 |
|
|
2018
Q4 | $370K | Sell |
6,163
-6,134
| -50% | -$368K | 0.05% | 296 |
|
|
2018
Q3 | $872K | Sell |
12,297
-1,540
| -11% | -$109K | 0.1% | 207 |
|
|
2018
Q2 | $989K | Hold |
13,837
| – | – | 0.12% | 177 |
|
|
2018
Q1 | $907K | Sell |
13,837
-1,484
| -10% | -$97.3K | 0.12% | 182 |
|
|
2017
Q4 | $1.05M | Buy |
+15,321
| New | +$1.05M | 0.14% | 154 |
|