Kestra Private Wealth 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 |
-5,379
| Closed | -$233K | – | 1080 |
|
|
2021
Q4 | $233K | Sell |
5,379
-1,123
| -17% | -$48.6K | 0.01% | 853 |
|
|
2021
Q3 | $290K | Sell |
6,502
-697
| -10% | -$31.1K | 0.02% | 721 |
|
|
2021
Q2 | $291K | Buy |
7,199
+564
| +9% | +$22.8K | 0.02% | 690 |
|
|
2021
Q1 | $260K | Buy |
6,635
+95
| +1% | +$3.72K | 0.02% | 646 |
|
|
2020
Q4 | $236K | Buy |
+6,540
| New | +$236K | 0.02% | 620 |
|