IWP
RDS.B
Icon Wealth Partners’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 |
-5,007
| Closed | -$300K | – | 188 |
|
|
2019
Q4 | $300K | Buy |
5,007
+162
| +3% | +$9.71K | 0.09% | 121 |
|
|
2019
Q3 | $290K | Buy |
+4,845
| New | +$290K | 0.1% | 116 |
|
|
2019
Q2 | – | Sell |
-2,639
| Closed | -$169K | – | 848 |
|
|
2019
Q1 | $169K | Sell |
2,639
-558
| -17% | -$35.7K | 0.06% | 165 |
|
|
2018
Q4 | $192K | Hold |
3,197
| – | – | 0.09% | 140 |
|
|
2018
Q3 | $227K | Sell |
3,197
-164
| -5% | -$11.6K | 0.09% | 158 |
|
|
2018
Q2 | $244K | Buy |
3,361
+700
| +26% | +$50.8K | 0.1% | 141 |
|
|
2018
Q1 | $174K | Sell |
2,661
-62
| -2% | -$4.05K | 0.09% | 180 |
|
|
2017
Q4 | $186K | Buy |
+2,723
| New | +$186K | 0.09% | 182 |
|