IWA
RDS.B
IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-118,535
| Closed | -$5.14M | – | 208 |
|
|
2021
Q4 | $5.14M | Buy |
+118,535
| New | +$5.14M | 0.91% | 34 |
|
|
2019
Q4 | – | Sell |
-54,042
| Closed | -$3.24M | – | 113 |
|
|
2019
Q3 | $3.24M | Buy |
54,042
+2,435
| +5% | +$146K | 1.07% | 34 |
|
|
2019
Q2 | $3.39M | Buy |
51,607
+5,617
| +12% | +$369K | 0.98% | 33 |
|
|
2019
Q1 | $2.94M | Buy |
45,990
+19,452
| +73% | +$1.24M | 1.03% | 32 |
|
|
2018
Q4 | $1.59M | Sell |
26,538
-2,489
| -9% | -$149K | 0.73% | 46 |
|
|
2018
Q3 | $2.08M | Buy |
29,027
+2,568
| +10% | +$184K | 0.74% | 57 |
|
|
2018
Q2 | $1.7M | Hold |
26,459
| – | – | 0.68% | 61 |
|
|
2018
Q1 | $1.7M | Buy |
26,459
+2,459
| +10% | +$158K | 0.69% | 60 |
|
|
2017
Q4 | $1.7M | Buy |
+24,000
| New | +$1.7M | 0.75% | 49 |
|
|
2017
Q1 | – | Sell |
-33
| Closed | -$2K | – | 420 |
|
|
2016
Q4 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 440 |
|