Laurel Wealth Advisors (North Carolina)’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-665
| Closed | -$26K | – | 788 |
|
|
2021
Q2 | $26K | Hold |
665
| – | – | 0.01% | 353 |
|
|
2021
Q1 | $24K | Hold |
665
| – | – | 0.01% | 337 |
|
|
2020
Q4 | $22K | Hold |
665
| – | – | 0.01% | 337 |
|
|
2020
Q3 | $16K | Sell |
665
-508
| -43% | -$12.2K | ﹤0.01% | 339 |
|
|
2020
Q2 | $36K | Sell |
1,173
-860
| -42% | -$26.4K | 0.01% | 264 |
|
|
2020
Q1 | $66K | Hold |
2,033
| – | – | 0.02% | 196 |
|
|
2019
Q4 | $122K | Buy |
2,033
+1,005
| +98% | +$60.3K | 0.04% | 171 |
|
|
2019
Q3 | $62K | Buy |
1,028
+828
| +414% | +$49.9K | 0.02% | 223 |
|
|
2019
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 355 |
|
|
2019
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 345 |
|
|
2018
Q4 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 337 |
|