Johanson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-86,763
| Closed | -$1.47M | – | 264 |
|
|
2019
Q4 | $1.47M | Buy |
+86,763
| New | +$1.47M | 0.07% | 116 |
|
|
2016
Q4 | – | Sell |
-4,271
| Closed | -$217K | – | 74 |
|
|
2016
Q3 | $217K | Sell |
4,271
-1,867
| -30% | -$94.9K | 0.23% | 71 |
|
|
2016
Q2 | $341K | Sell |
6,138
-615
| -9% | -$34.2K | 0.4% | 53 |
|
|
2016
Q1 | $328K | Sell |
6,753
-1,771
| -21% | -$86K | 0.4% | 52 |
|
|
2015
Q4 | $392K | Buy |
+8,524
| New | +$392K | 0.51% | 45 |
|