Founders Financial Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,583
| Closed | -$334K | – | 193 |
|
|
2020
Q1 | $334K | Buy |
9,583
+141
| +1% | +$4.91K | 0.12% | 87 |
|
|
2019
Q4 | $557K | Buy |
9,442
+304
| +3% | +$17.9K | 0.19% | 77 |
|
|
2019
Q3 | $538K | Buy |
9,138
+761
| +9% | +$44.8K | 0.17% | 88 |
|
|
2019
Q2 | $545K | Sell |
8,377
-1,689
| -17% | -$110K | 0.18% | 80 |
|
|
2019
Q1 | $630K | Sell |
10,066
-155
| -2% | -$9.7K | 0.2% | 76 |
|
|
2018
Q4 | $596K | Sell |
10,221
-409
| -4% | -$23.8K | 0.22% | 67 |
|
|
2018
Q3 | $724K | Buy |
10,630
+21
| +0.2% | +$1.43K | 0.2% | 73 |
|
|
2018
Q2 | $734K | Sell |
10,609
-194
| -2% | -$13.4K | 0.23% | 63 |
|
|
2018
Q1 | $689K | Buy |
10,803
+173
| +2% | +$11K | 0.22% | 66 |
|
|
2017
Q4 | $709K | Buy |
10,630
+114
| +1% | +$7.6K | 0.24% | 60 |
|
|
2017
Q3 | $637K | Buy |
+10,516
| New | +$637K | 0.23% | 64 |
|
|
2017
Q1 | – | Sell |
-9,887
| Closed | -$538K | – | 112 |
|
|
2016
Q4 | $538K | Sell |
9,887
-99
| -1% | -$5.39K | 0.22% | 54 |
|
|
2016
Q3 | $500K | Buy |
+9,986
| New | +$500K | 0.21% | 63 |
|