GYL Financial Synergies’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
Q1 | – | Sell |
-4,727
| Closed | -$279K | – | 179 |
|
2019
Q4 | $279K | Buy |
4,727
+11
| +0.2% | +$649 | 0.12% | 141 |
|
2019
Q3 | $278K | Hold |
4,716
| – | – | 0.14% | 133 |
|
2019
Q2 | $307K | Buy |
4,716
+331
| +8% | +$21.5K | 0.16% | 107 |
|
2019
Q1 | $274K | Sell |
4,385
-1,048
| -19% | -$65.5K | 0.15% | 116 |
|
2018
Q4 | $317K | Buy |
+5,433
| New | +$317K | 0.23% | 91 |
|