IFWM
RDS.B
Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,670
| Closed | -$258K | – | 450 |
|
|
2020
Q3 | $258K | Sell |
10,670
-5,559
| -34% | -$134K | 0.06% | 343 |
|
|
2020
Q2 | $494K | Buy |
16,229
+3,734
| +30% | +$114K | 0.12% | 230 |
|
|
2020
Q1 | $408K | Sell |
12,495
-1,278
| -9% | -$41.7K | 0.13% | 220 |
|
|
2019
Q4 | $826K | Buy |
13,773
+3,392
| +33% | +$203K | 0.19% | 158 |
|
|
2019
Q3 | $622K | Sell |
10,381
-1,343
| -11% | -$80.5K | 0.16% | 194 |
|
|
2019
Q2 | $771K | Buy |
+11,724
| New | +$771K | 0.17% | 179 |
|
|
2018
Q1 | – | Sell |
-3,952
| Closed | -$270K | – | 409 |
|
|
2017
Q4 | $270K | Sell |
3,952
-2,011
| -34% | -$137K | 0.06% | 317 |
|
|
2017
Q3 | $373K | Buy |
+5,963
| New | +$373K | 0.12% | 206 |
|