LFA
RDS.B
Legacy Financial 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
Q2 | – | Sell |
-10,726
| Closed | -$343K | – | 54 |
|
|
2020
Q1 | $343K | Buy |
+10,726
| New | +$343K | 0.13% | 48 |
|
|
2019
Q2 | – | Sell |
-1,426
| Closed | -$91K | – | 996 |
|
|
2019
Q1 | $91K | Buy |
1,426
+512
| +56% | +$32.7K | 0.03% | 181 |
|
|
2018
Q4 | $55K | Buy |
914
+379
| +71% | +$22.8K | 0.02% | 231 |
|
|
2018
Q3 | $37K | Buy |
535
+90
| +20% | +$6.22K | 0.01% | 282 |
|
|
2018
Q2 | $33K | Buy |
445
+63
| +16% | +$4.67K | 0.01% | 301 |
|
|
2018
Q1 | $26K | Hold |
382
| – | – | 0.01% | 326 |
|
|
2017
Q4 | $26K | Buy |
+382
| New | +$26K | 0.01% | 336 |
|