LA
RDS.B
Legacy Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,844
| Closed | -$410K | – | 138 |
|
|
2019
Q4 | $410K | Buy |
+6,844
| New | +$410K | 0.26% | 78 |
|
|
2019
Q3 | – | Sell |
-1,219
| Closed | -$80K | – | 360 |
|
|
2019
Q2 | $80K | Buy |
+1,219
| New | +$80K | 0.05% | 172 |
|
|
2018
Q3 | – | Sell |
-1,719
| Closed | -$125K | – | 509 |
|
|
2018
Q2 | $125K | Buy |
1,719
+659
| +62% | +$47.9K | 0.09% | 119 |
|
|
2018
Q1 | $74K | Hold |
1,060
| – | – | 0.05% | 134 |
|
|
2017
Q4 | $72K | Sell |
1,060
-107
| -9% | -$7.27K | 0.07% | 104 |
|
|
2017
Q3 | $72K | Buy |
1,167
+107
| +10% | +$6.6K | 0.08% | 84 |
|
|
2017
Q2 | $57K | Hold |
1,060
| – | – | 0.07% | 95 |
|
|
2017
Q1 | $59K | Hold |
1,060
| – | – | 0.08% | 90 |
|
|
2016
Q4 | $61K | Buy |
+1,060
| New | +$61K | 0.08% | 91 |
|