Glassman Wealth Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-938
| Closed | -$41K | – | 2075 |
|
|
2021
Q4 | $41K | Sell |
938
-669
| -42% | -$29.2K | 0.01% | 421 |
|
|
2021
Q3 | $71K | Buy |
1,607
+112
| +7% | +$4.95K | 0.02% | 293 |
|
|
2021
Q2 | $58K | Sell |
1,495
-967
| -39% | -$37.5K | 0.01% | 319 |
|
|
2021
Q1 | $91K | Buy |
2,462
+1,863
| +311% | +$68.9K | 0.02% | 234 |
|
|
2020
Q4 | $20K | Sell |
599
-356
| -37% | -$11.9K | ﹤0.01% | 538 |
|
|
2020
Q3 | $23K | Buy |
955
+773
| +425% | +$18.6K | 0.01% | 423 |
|
|
2020
Q2 | $6K | Buy |
182
+168
| +1,200% | +$5.54K | ﹤0.01% | 602 |
|
|
2020
Q1 | $0 | Sell |
14
-6
| -30% | – | ﹤0.01% | 1713 |
|
|
2019
Q4 | $1K | Sell |
20
-180
| -90% | -$9K | ﹤0.01% | 1110 |
|
|
2019
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 427 |
|
|
2019
Q2 | $13K | Buy |
+200
| New | +$13K | 0.01% | 429 |
|
|
2018
Q4 | – | Sell |
-141
| Closed | -$10K | – | 1042 |
|
|
2018
Q3 | $10K | Hold |
141
| – | – | ﹤0.01% | 397 |
|
|
2018
Q2 | $10K | Sell |
141
-900
| -86% | -$63.8K | 0.01% | 373 |
|
|
2018
Q1 | $68K | Buy |
1,041
+755
| +264% | +$49.3K | 0.04% | 153 |
|
|
2017
Q4 | $20K | Buy |
286
+141
| +97% | +$9.86K | 0.01% | 258 |
|
|
2017
Q3 | $9K | Sell |
145
-248
| -63% | -$15.4K | 0.01% | 314 |
|
|
2017
Q2 | $21K | Buy |
+393
| New | +$21K | 0.01% | 233 |
|