Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,315
| Closed | -$145K | – | 847 |
|
|
2019
Q1 | $145K | Sell |
2,315
-1,129
| -33% | -$70.7K | 0.05% | 181 |
|
|
2018
Q4 | $201K | Buy |
3,444
+469
| +16% | +$27.4K | 0.1% | 137 |
|
|
2018
Q3 | $203K | Sell |
2,975
-1,302
| -30% | -$88.8K | 0.08% | 171 |
|
|
2018
Q2 | $296K | Sell |
4,277
-2,138
| -33% | -$148K | 0.12% | 123 |
|
|
2018
Q1 | $409K | Sell |
6,415
-1,934
| -23% | -$123K | 0.22% | 101 |
|
|
2017
Q4 | $557K | Buy |
+8,349
| New | +$557K | 0.28% | 79 |
|