LWAM
RDS.B
Legacy Wealth Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,875
| Closed | -$862K | – | 346 |
|
|
2021
Q4 | $862K | Buy |
19,875
+11,173
| +128% | +$485K | 0.29% | 133 |
|
|
2021
Q3 | $385K | Buy |
8,702
+247
| +3% | +$10.9K | 0.18% | 208 |
|
|
2021
Q2 | $328K | Buy |
8,455
+9
| +0.1% | +$349 | 0.15% | 236 |
|
|
2021
Q1 | $311K | Sell |
8,446
-317
| -4% | -$11.7K | 0.14% | 240 |
|
|
2020
Q4 | $295K | Buy |
+8,763
| New | +$295K | 0.15% | 231 |
|