Key Financial Inc’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 |
-504
| Closed | -$22K | – | 1127 |
|
|
2021
Q4 | $22K | Hold |
504
| – | – | 0.01% | 478 |
|
|
2021
Q3 | $22K | Sell |
504
-50
| -9% | -$2.18K | 0.01% | 459 |
|
|
2021
Q2 | $23K | Hold |
554
| – | – | 0.01% | 449 |
|
|
2021
Q1 | $22K | Buy |
554
+100
| +22% | +$3.97K | 0.01% | 390 |
|
|
2020
Q4 | $16K | Buy |
+454
| New | +$16K | 0.01% | 408 |
|
|
2020
Q2 | – | Sell |
-454
| Closed | -$15K | – | 705 |
|
|
2020
Q1 | $15K | Buy |
+454
| New | +$15K | 0.02% | 361 |
|