Institute for 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
Q3 | – | Sell |
-6,124
| Closed | -$200K | – | 449 |
|
|
2020
Q2 | $200K | Buy |
+6,124
| New | +$200K | 0.05% | 400 |
|
|
2020
Q1 | – | Sell |
-4,908
| Closed | -$289K | – | 694 |
|
|
2019
Q4 | $289K | Buy |
4,908
+108
| +2% | +$6.36K | 0.07% | 353 |
|
|
2019
Q3 | $282K | Buy |
4,800
+53
| +1% | +$3.11K | 0.07% | 334 |
|
|
2019
Q2 | $309K | Buy |
+4,747
| New | +$309K | 0.07% | 348 |
|
|
2019
Q1 | – | Sell |
-4,853
| Closed | -$283K | – | 468 |
|
|
2018
Q4 | $283K | Buy |
+4,853
| New | +$283K | 0.12% | 203 |
|
|
2017
Q3 | – | Sell |
-6,351
| Closed | -$333K | – | 404 |
|
|
2017
Q2 | $333K | Buy |
+6,351
| New | +$333K | 0.09% | 293 |
|