Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,749
| Closed | -$76K | – | 571 |
|
|
2021
Q4 | $76K | Hold |
1,749
| – | – | ﹤0.01% | 287 |
|
|
2021
Q3 | $78K | Hold |
1,749
| – | – | ﹤0.01% | 277 |
|
|
2021
Q2 | $70.7K | Hold |
1,749
| – | – | ﹤0.01% | 291 |
|
|
2021
Q1 | $68.6K | Hold |
1,749
| – | – | ﹤0.01% | 300 |
|
|
2020
Q4 | $61K | Hold |
1,749
| – | – | ﹤0.01% | 306 |
|
|
2020
Q3 | $44K | Hold |
1,749
| – | – | 0.01% | 279 |
|
|
2020
Q2 | $57.2K | Sell |
1,749
-259
| -13% | -$8.47K | 0.01% | 249 |
|
|
2020
Q1 | $70.1K | Sell |
2,008
-519
| -21% | -$18.1K | 0.01% | 226 |
|
|
2019
Q4 | $149K | Buy |
2,527
+159
| +7% | +$9.38K | 0.02% | 196 |
|
|
2019
Q3 | $139K | Hold |
2,368
| – | – | 0.02% | 188 |
|
|
2019
Q2 | $154K | Buy |
2,368
+460
| +24% | +$29.9K | 0.02% | 161 |
|
|
2019
Q1 | $119K | Buy |
1,908
+899
| +89% | +$56.3K | 0.02% | 164 |
|
|
2018
Q4 | $58K | Sell |
1,009
-375
| -27% | -$21.6K | 0.01% | 186 |
|
|
2018
Q3 | $94K | Buy |
+1,384
| New | +$94K | 0.02% | 162 |
|