Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,125
| Closed | -$28K | – | 443 |
|
|
2020
Q3 | $28K | Buy |
+1,125
| New | +$28K | 0.01% | 366 |
|
|
2020
Q2 | – | Sell |
-1,210
| Closed | -$42K | – | 985 |
|
|
2020
Q1 | $42K | Buy |
+1,210
| New | +$42K | 0.02% | 389 |
|
|
2019
Q4 | – | Sell |
-1,386
| Closed | -$82K | – | 1035 |
|
|
2019
Q3 | $82K | Buy |
1,386
+413
| +42% | +$24.4K | 0.03% | 341 |
|
|
2019
Q2 | $63K | Sell |
973
-41
| -4% | -$2.66K | 0.02% | 403 |
|
|
2019
Q1 | $63K | Buy |
+1,014
| New | +$63K | 0.02% | 399 |
|