Focused Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-500
| Closed | -$29K | – | 761 |
|
|
2019
Q3 | $29K | Hold |
500
| – | – | 0.01% | 347 |
|
|
2019
Q2 | $33K | Hold |
500
| – | – | 0.01% | 359 |
|
|
2019
Q1 | $31K | Hold |
500
| – | – | 0.01% | 332 |
|
|
2018
Q4 | $29K | Hold |
500
| – | – | 0.01% | 344 |
|
|
2018
Q3 | $34K | Buy |
+500
| New | +$34K | 0.01% | 320 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$11K | – | 728 |
|
|
2016
Q4 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 464 |
|
|
2015
Q4 | – | Sell |
-165
| Closed | -$8K | – | 728 |
|
|
2015
Q3 | $8K | Hold |
165
| – | – | 0.01% | 434 |
|
|
2015
Q2 | $9K | Hold |
165
| – | – | 0.01% | 428 |
|
|
2015
Q1 | $10K | Hold |
165
| – | – | 0.01% | 432 |
|
|
2014
Q4 | $11K | Hold |
165
| – | – | 0.01% | 408 |
|
|
2014
Q3 | $13K | Buy |
+165
| New | +$13K | 0.01% | 383 |
|