IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,055
| Closed | -$357K | – | 665 |
|
|
2019
Q4 | $357K | Sell |
6,055
-1,218
| -17% | -$71.8K | 0.04% | 401 |
|
|
2019
Q3 | $428K | Buy |
7,273
+2,226
| +44% | +$131K | 0.06% | 348 |
|
|
2019
Q2 | $328K | Sell |
5,047
-541
| -10% | -$35.2K | 0.05% | 375 |
|
|
2019
Q1 | $350K | Buy |
+5,588
| New | +$350K | 0.06% | 330 |
|
|
2018
Q2 | – | Sell |
-628
| Closed | -$39K | – | 1491 |
|
|
2018
Q1 | $39K | Sell |
628
-96
| -13% | -$5.96K | 0.01% | 762 |
|
|
2017
Q4 | $50K | Buy |
724
+93
| +15% | +$6.42K | 0.01% | 700 |
|
|
2017
Q3 | $38K | Sell |
631
-1,166
| -65% | -$70.2K | 0.02% | 606 |
|
|
2017
Q2 | $2 | Buy |
1,797
+145
| +9% | – | ﹤0.01% | 1264 |
|
|
2017
Q1 | $92K | Buy |
1,652
+1,130
| +216% | +$62.9K | 0.06% | 293 |
|
|
2016
Q4 | $29K | Buy |
+522
| New | +$29K | 0.02% | 526 |
|