Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-600
| Closed | -$26K | – | 859 |
|
|
2021
Q4 | $26K | Hold |
600
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $27K | Hold |
600
| – | – | ﹤0.01% | 420 |
|
|
2021
Q2 | $24K | Hold |
600
| – | – | ﹤0.01% | 453 |
|
|
2021
Q1 | $24K | Hold |
600
| – | – | ﹤0.01% | 472 |
|
|
2020
Q4 | $21K | Hold |
600
| – | – | ﹤0.01% | 439 |
|
|
2020
Q3 | $15K | Hold |
600
| – | – | ﹤0.01% | 437 |
|
|
2020
Q2 | $20K | Sell |
600
-145
| -19% | -$4.83K | ﹤0.01% | 394 |
|
|
2020
Q1 | $26K | Buy |
745
+111
| +18% | +$3.87K | 0.01% | 338 |
|
|
2019
Q4 | $37K | Sell |
634
-16
| -2% | -$934 | 0.01% | 352 |
|
|
2019
Q3 | $38K | Sell |
650
-58
| -8% | -$3.39K | 0.01% | 320 |
|
|
2019
Q2 | $46K | Hold |
708
| – | – | 0.01% | 319 |
|
|
2019
Q1 | $44K | Buy |
708
+24
| +4% | +$1.49K | 0.01% | 338 |
|
|
2018
Q4 | $40K | Sell |
684
-73
| -10% | -$4.27K | 0.01% | 344 |
|
|
2018
Q3 | $52K | Hold |
757
| – | – | 0.01% | 350 |
|
|
2018
Q2 | $52K | Hold |
757
| – | – | 0.01% | 343 |
|
|
2018
Q1 | $48K | Buy |
+757
| New | +$48K | 0.01% | 330 |
|