IWA
RDS.A
Intercontinental Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,730
| Closed | -$303K | – | 321 |
|
|
2019
Q4 | $303K | Sell |
5,730
-3,106
| -35% | -$164K | 0.25% | 71 |
|
|
2019
Q3 | $520K | Buy |
8,836
+1,586
| +22% | +$93.3K | 0.32% | 56 |
|
|
2019
Q2 | $472K | Sell |
7,250
-114
| -2% | -$7.42K | 0.24% | 61 |
|
|
2019
Q1 | $461K | Buy |
7,364
+382
| +5% | +$23.9K | 0.23% | 60 |
|
|
2018
Q4 | $407K | Buy |
+6,982
| New | +$407K | 0.23% | 62 |
|
|
2018
Q1 | – | Sell |
-6,078
| Closed | -$405K | – | 152 |
|
|
2017
Q4 | $405K | Buy |
6,078
+22
| +0.4% | +$1.47K | 0.23% | 66 |
|
|
2017
Q3 | $367K | Sell |
6,056
-203
| -3% | -$12.3K | 0.22% | 74 |
|
|
2017
Q2 | $333K | Sell |
6,259
-1,732
| -22% | -$92.1K | 0.21% | 79 |
|
|
2017
Q1 | $421K | Sell |
7,991
-5,050
| -39% | -$266K | 0.25% | 75 |
|
|
2016
Q4 | $709K | Sell |
13,041
-2,326
| -15% | -$126K | 0.46% | 47 |
|
|
2016
Q3 | $769K | Sell |
15,367
-1,064
| -6% | -$53.2K | 0.55% | 43 |
|
|
2016
Q2 | $907K | Sell |
16,431
-624
| -4% | -$34.4K | 0.67% | 36 |
|
|
2016
Q1 | $826K | Buy |
17,055
+2,711
| +19% | +$131K | 0.62% | 37 |
|
|
2015
Q4 | $657K | Buy |
+14,344
| New | +$657K | 0.45% | 51 |
|