Legacy Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,786
| Closed | -$112K | – | 995 |
|
|
2019
Q1 | $112K | Sell |
1,786
-44
| -2% | -$2.76K | 0.04% | 148 |
|
|
2018
Q4 | $107K | Sell |
1,830
-86
| -4% | -$5.03K | 0.04% | 139 |
|
|
2018
Q3 | $130K | Sell |
1,916
-87
| -4% | -$5.9K | 0.05% | 141 |
|
|
2018
Q2 | $140K | Buy |
2,003
+18
| +0.9% | +$1.26K | 0.05% | 131 |
|
|
2018
Q1 | $135K | Buy |
1,985
+176
| +10% | +$12K | 0.05% | 143 |
|
|
2017
Q4 | $120K | Buy |
+1,809
| New | +$120K | 0.05% | 162 |
|