IWM
RDS.B
IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,441
| Closed | -$211K | – | 1009 |
|
|
2021
Q2 | $211K | Buy |
+5,441
| New | +$211K | 0.01% | 854 |
|
|
2020
Q1 | – | Sell |
-10,109
| Closed | -$606K | – | 666 |
|
|
2019
Q4 | $606K | Sell |
10,109
-381
| -4% | -$22.8K | 0.07% | 294 |
|
|
2019
Q3 | $628K | Buy |
10,490
+1,949
| +23% | +$117K | 0.09% | 278 |
|
|
2019
Q2 | $561K | Buy |
8,541
+449
| +6% | +$29.5K | 0.08% | 263 |
|
|
2019
Q1 | $517K | Buy |
8,092
+3,839
| +90% | +$245K | 0.09% | 260 |
|
|
2018
Q4 | $255K | Buy |
4,253
+180
| +4% | +$10.8K | 0.05% | 370 |
|
|
2018
Q3 | $289K | Buy |
+4,073
| New | +$289K | 0.06% | 333 |
|
|
2018
Q2 | – | Sell |
-2,562
| Closed | -$165K | – | 1492 |
|
|
2018
Q1 | $165K | Sell |
2,562
-587
| -19% | -$37.8K | 0.04% | 387 |
|
|
2017
Q4 | $223K | Buy |
3,149
+1,302
| +70% | +$92.2K | 0.06% | 331 |
|
|
2017
Q3 | $115K | Buy |
1,847
+1,407
| +320% | +$87.6K | 0.05% | 328 |
|
|
2017
Q2 | $435 | Hold |
440
| – | – | 0.21% | 117 |
|
|
2017
Q1 | $23K | Sell |
440
-1,168
| -73% | -$61.1K | 0.02% | 630 |
|
|
2016
Q4 | $95K | Buy |
+1,608
| New | +$95K | 0.07% | 279 |
|