HWA
RDS.B
HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,350
| Closed | -$201K | – | 264 |
|
|
2019
Q4 | $201K | Hold |
3,350
| – | – | 0.05% | 149 |
|
|
2019
Q3 | $203K | Hold |
3,350
| – | – | 0.07% | 145 |
|
|
2019
Q2 | $220K | Buy |
+3,350
| New | +$220K | 0.06% | 142 |
|
|
2019
Q1 | – | Sell |
-3,350
| Closed | -$201K | – | 201 |
|
|
2018
Q4 | $201K | Hold |
3,350
| – | – | 0.06% | 150 |
|
|
2018
Q3 | $238K | Hold |
3,350
| – | – | 0.08% | 136 |
|
|
2018
Q2 | $227K | Hold |
3,350
| – | – | 0.07% | 149 |
|
|
2018
Q1 | $220K | Hold |
3,350
| – | – | 0.08% | 152 |
|
|
2017
Q4 | $229K | Hold |
3,350
| – | – | 0.08% | 152 |
|
|
2017
Q3 | $210K | Buy |
+3,350
| New | +$210K | 0.09% | 153 |
|