JFS Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,419
| Closed | -$62K | – | 2025 |
|
2021
Q4 | $62K | Buy |
1,419
+362
| +34% | +$15.8K | 0.01% | 386 |
|
2021
Q3 | $47K | Buy |
1,057
+545
| +106% | +$24.2K | ﹤0.01% | 421 |
|
2021
Q2 | $20K | Sell |
512
-24
| -4% | -$938 | ﹤0.01% | 373 |
|
2021
Q1 | $20K | Buy |
536
+527
| +5,856% | +$19.7K | ﹤0.01% | 340 |
|
2020
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 647 |
|
2020
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 608 |
|
2020
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 590 |
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 585 |
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 505 |
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 511 |
|
2019
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 454 |
|
2019
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 456 |
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 443 |
|
2018
Q3 | $1K | Sell |
9
-4
| -31% | -$444 | ﹤0.01% | 516 |
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 449 |
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 511 |
|
2017
Q4 | $1K | Sell |
13
-30
| -70% | -$2.31K | ﹤0.01% | 521 |
|
2017
Q3 | $3K | Hold |
43
| – | – | ﹤0.01% | 415 |
|
2017
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 399 |
|
2017
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 417 |
|
2016
Q4 | $2K | Sell |
43
-43
| -50% | -$2K | ﹤0.01% | 417 |
|
2016
Q3 | $5K | Hold |
86
| – | – | ﹤0.01% | 428 |
|
2016
Q2 | $5K | Hold |
86
| – | – | ﹤0.01% | 437 |
|
2016
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 470 |
|
2015
Q4 | $4K | Sell |
86
-100
| -54% | -$4.65K | ﹤0.01% | 473 |
|
2015
Q3 | $9K | Hold |
186
| – | – | ﹤0.01% | 364 |
|
2015
Q2 | $11K | Hold |
186
| – | – | 0.01% | 358 |
|
2015
Q1 | $12K | Hold |
186
| – | – | 0.01% | 345 |
|
2014
Q4 | $13K | Hold |
186
| – | – | ﹤0.01% | 347 |
|
2014
Q3 | $15K | Hold |
186
| – | – | ﹤0.01% | 297 |
|
2014
Q2 | $16K | Buy |
+186
| New | +$16K | ﹤0.01% | 281 |
|