Investment Advisory Services’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 |
-9,355
| Closed | -$406K | – | 101 |
|
|
2021
Q4 | $406K | Hold |
9,355
| – | – | 0.22% | 77 |
|
|
2021
Q3 | $417K | Sell |
9,355
-2,398
| -20% | -$107K | 0.26% | 76 |
|
|
2021
Q2 | $475K | Buy |
+11,753
| New | +$475K | 0.29% | 71 |
|
|
2020
Q4 | $360K | Hold |
10,241
| – | – | 0.25% | 74 |
|
|
2020
Q3 | $258K | Sell |
10,241
-368
| -3% | -$9.27K | 0.2% | 72 |
|
|
2020
Q2 | $347K | Sell |
10,609
-7,067
| -40% | -$231K | 0.3% | 64 |
|
|
2020
Q1 | $617K | Buy |
17,676
+3,184
| +22% | +$111K | 0.66% | 48 |
|
|
2019
Q4 | $855K | Buy |
+14,492
| New | +$855K | 0.77% | 40 |
|