Larson Financial Group’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 |
-440
| Closed | -$19K | – | 1199 |
|
|
2021
Q4 | $19K | Sell |
440
-59
| -12% | -$2.55K | ﹤0.01% | 562 |
|
|
2021
Q3 | $22K | Buy |
499
+99
| +25% | +$4.37K | ﹤0.01% | 452 |
|
|
2021
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 485 |
|
|
2021
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 457 |
|
|
2020
Q4 | $14K | Hold |
400
| – | – | ﹤0.01% | 446 |
|
|
2020
Q3 | $10K | Sell |
400
-2,011
| -83% | -$50.3K | ﹤0.01% | 441 |
|
|
2020
Q2 | $79K | Buy |
2,411
+33
| +1% | +$1.08K | 0.04% | 150 |
|
|
2020
Q1 | $83K | Buy |
2,378
+1,416
| +147% | +$49.4K | 0.05% | 124 |
|
|
2019
Q4 | $57K | Buy |
962
+6
| +0.6% | +$356 | 0.03% | 146 |
|
|
2019
Q3 | $56K | Buy |
956
+49
| +5% | +$2.87K | 0.04% | 140 |
|
|
2019
Q2 | $59K | Buy |
907
+59
| +7% | +$3.84K | 0.04% | 116 |
|
|
2019
Q1 | $53K | Buy |
848
+4
| +0.5% | +$250 | 0.04% | 118 |
|
|
2018
Q4 | $49K | Buy |
+844
| New | +$49K | 0.05% | 114 |
|