Independent Advisor Alliance’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 |
-10,077
| Closed | -$437K | – | 754 |
|
|
2021
Q4 | $437K | Sell |
10,077
-1,149
| -10% | -$49.8K | 0.02% | 424 |
|
|
2021
Q3 | $497K | Sell |
11,226
-658
| -6% | -$29.1K | 0.03% | 385 |
|
|
2021
Q2 | $461K | Sell |
11,884
-1,823
| -13% | -$70.7K | 0.03% | 408 |
|
|
2021
Q1 | $505K | Buy |
13,707
+810
| +6% | +$29.8K | 0.03% | 373 |
|
|
2020
Q4 | $433K | Sell |
12,897
-1,878
| -13% | -$63.1K | 0.03% | 366 |
|
|
2020
Q3 | $358K | Sell |
14,775
-2,015
| -12% | -$48.8K | 0.03% | 354 |
|
|
2020
Q2 | $511K | Sell |
16,790
-5,645
| -25% | -$172K | 0.05% | 268 |
|
|
2020
Q1 | $733K | Buy |
22,435
+15,051
| +204% | +$492K | 0.11% | 156 |
|
|
2019
Q4 | $443K | Buy |
7,384
+3,848
| +109% | +$231K | 0.02% | 560 |
|
|
2019
Q3 | $212K | Buy |
3,536
+106
| +3% | +$6.36K | 0.03% | 410 |
|
|
2019
Q2 | $225K | Sell |
3,430
-126
| -4% | -$8.27K | 0.03% | 357 |
|
|
2019
Q1 | $227K | Buy |
3,556
+103
| +3% | +$6.58K | 0.03% | 375 |
|
|
2018
Q4 | $207K | Buy |
+3,453
| New | +$207K | 0.04% | 365 |
|