KWM
RDS.A
Kingsview Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,089
| Closed | -$308K | – | 980 |
|
|
2021
Q4 | $308K | Buy |
7,089
+1,247
| +21% | +$54.2K | 0.01% | 711 |
|
|
2021
Q3 | $260K | Sell |
5,842
-77
| -1% | -$3.43K | 0.01% | 726 |
|
|
2021
Q2 | $245K | Sell |
5,919
-262
| -4% | -$10.8K | 0.01% | 765 |
|
|
2021
Q1 | $248K | Buy |
6,181
+143
| +2% | +$5.74K | 0.01% | 699 |
|
|
2020
Q4 | $212K | Buy |
+6,038
| New | +$212K | 0.02% | 640 |
|
|
2020
Q3 | – | Sell |
-6,711
| Closed | -$219K | – | 659 |
|
|
2020
Q2 | $219K | Sell |
6,711
-501
| -7% | -$16.3K | 0.02% | 510 |
|
|
2020
Q1 | $252K | Buy |
7,212
+106
| +1% | +$3.7K | 0.03% | 391 |
|
|
2019
Q4 | $419K | Buy |
7,106
+753
| +12% | +$44.4K | 0.05% | 314 |
|
|
2019
Q3 | $374K | Sell |
6,353
-225
| -3% | -$13.2K | 0.06% | 301 |
|
|
2019
Q2 | $428K | Sell |
6,578
-1,211
| -16% | -$78.8K | 0.07% | 267 |
|
|
2019
Q1 | $488K | Buy |
7,789
+884
| +13% | +$55.4K | 0.07% | 272 |
|
|
2018
Q4 | $402K | Buy |
6,905
+1,128
| +20% | +$65.7K | 0.09% | 241 |
|
|
2018
Q3 | $394K | Buy |
+5,777
| New | +$394K | 0.08% | 251 |
|
|
2017
Q3 | – | Sell |
-5,969
| Closed | -$317K | – | 299 |
|
|
2017
Q2 | $317K | Buy |
5,969
+150
| +3% | +$7.97K | 0.16% | 176 |
|
|
2017
Q1 | $307K | Buy |
+5,819
| New | +$307K | 0.18% | 169 |
|