JFS Wealth Advisors’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 |
-443
| Closed | -$19K | – | 2024 |
|
2021
Q4 | $19K | Hold |
443
| – | – | ﹤0.01% | 581 |
|
2021
Q3 | $20K | Hold |
443
| – | – | ﹤0.01% | 548 |
|
2021
Q2 | $18K | Hold |
443
| – | – | ﹤0.01% | 384 |
|
2021
Q1 | $17K | Hold |
443
| – | – | ﹤0.01% | 362 |
|
2020
Q4 | $16K | Hold |
443
| – | – | ﹤0.01% | 363 |
|
2020
Q3 | $11K | Hold |
443
| – | – | ﹤0.01% | 397 |
|
2020
Q2 | $14K | Hold |
443
| – | – | ﹤0.01% | 354 |
|
2020
Q1 | $15K | Hold |
443
| – | – | ﹤0.01% | 302 |
|
2019
Q4 | $26K | Hold |
443
| – | – | 0.01% | 286 |
|
2019
Q3 | $26K | Hold |
443
| – | – | 0.01% | 283 |
|
2019
Q2 | $29K | Hold |
443
| – | – | 0.01% | 278 |
|
2019
Q1 | $28K | Hold |
443
| – | – | 0.01% | 264 |
|
2018
Q4 | $26K | Hold |
443
| – | – | 0.01% | 271 |
|
2018
Q3 | $30K | Hold |
443
| – | – | 0.01% | 284 |
|
2018
Q2 | $31K | Sell |
443
-113
| -20% | -$7.91K | 0.01% | 278 |
|
2018
Q1 | $35K | Hold |
556
| – | – | 0.01% | 272 |
|
2017
Q4 | $37K | Buy |
556
+113
| +26% | +$7.52K | 0.01% | 280 |
|
2017
Q3 | $27K | Hold |
443
| – | – | 0.01% | 288 |
|
2017
Q2 | $24K | Hold |
443
| – | – | 0.01% | 282 |
|
2017
Q1 | $24K | Hold |
443
| – | – | 0.01% | 289 |
|
2016
Q4 | $24K | Hold |
443
| – | – | 0.01% | 289 |
|
2016
Q3 | $22K | Hold |
443
| – | – | 0.01% | 315 |
|
2016
Q2 | $24K | Hold |
443
| – | – | 0.01% | 308 |
|
2016
Q1 | $21K | Hold |
443
| – | – | 0.01% | 318 |
|
2015
Q4 | $20K | Sell |
443
-3
| -0.7% | -$135 | 0.01% | 326 |
|
2015
Q3 | $21K | Sell |
446
-233
| -34% | -$11K | 0.01% | 271 |
|
2015
Q2 | $39K | Hold |
679
| – | – | 0.02% | 208 |
|
2015
Q1 | $41K | Buy |
679
+69
| +11% | +$4.17K | 0.02% | 202 |
|
2014
Q4 | $41K | Hold |
610
| – | – | 0.01% | 207 |
|
2014
Q3 | $46K | Sell |
610
-3
| -0.5% | -$226 | 0.01% | 191 |
|
2014
Q2 | $50K | Buy |
+613
| New | +$50K | 0.01% | 187 |
|