Keystone Financial Group (Kentucky)’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
Q4 | – | Sell |
-10,169
| Closed | -$256K | – | 272 |
|
2020
Q3 | $256K | Sell |
10,169
-1,777
| -15% | -$44.7K | 0.06% | 197 |
|
2020
Q2 | $391K | Sell |
11,946
-319
| -3% | -$10.4K | 0.11% | 143 |
|
2020
Q1 | $428K | Buy |
12,265
+251
| +2% | +$8.76K | 0.14% | 122 |
|
2019
Q4 | $709K | Sell |
12,014
-578
| -5% | -$34.1K | 0.19% | 106 |
|
2019
Q3 | $741K | Sell |
12,592
-97
| -0.8% | -$5.71K | 0.23% | 94 |
|
2019
Q2 | $826K | Buy |
12,689
+2
| +0% | +$130 | 0.27% | 89 |
|
2019
Q1 | $794K | Sell |
12,687
-209
| -2% | -$13.1K | 0.28% | 88 |
|
2018
Q4 | $751K | Buy |
12,896
+1,289
| +11% | +$75.1K | 0.34% | 79 |
|
2018
Q3 | $805K | Buy |
+11,607
| New | +$805K | 0.33% | 80 |
|