Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-57
| Closed | -$3K | – | 968 |
|
|
2019
Q4 | $3K | Hold |
57
| – | – | ﹤0.01% | 572 |
|
|
2019
Q3 | $3K | Hold |
57
| – | – | ﹤0.01% | 474 |
|
|
2019
Q2 | $4K | Sell |
57
-138
| -71% | -$9.68K | ﹤0.01% | 341 |
|
|
2019
Q1 | $12K | Buy |
195
+138
| +242% | +$8.49K | ﹤0.01% | 260 |
|
|
2018
Q4 | $3K | Hold |
57
| – | – | ﹤0.01% | 329 |
|
|
2018
Q3 | $4K | Sell |
57
-1,070
| -95% | -$75.1K | ﹤0.01% | 326 |
|
|
2018
Q2 | $79K | Sell |
1,127
-224
| -17% | -$15.7K | 0.02% | 101 |
|
|
2018
Q1 | $86K | Buy |
+1,351
| New | +$86K | 0.02% | 113 |
|
|
2015
Q4 | – | Sell |
-186
| Closed | -$9K | – | 571 |
|
|
2015
Q3 | $9K | Hold |
186
| – | – | ﹤0.01% | 193 |
|
|
2015
Q2 | $11K | Hold |
186
| – | – | ﹤0.01% | 134 |
|
|
2015
Q1 | $11K | Hold |
186
| – | – | ﹤0.01% | 151 |
|
|
2014
Q4 | $12K | Hold |
186
| – | – | 0.01% | 160 |
|
|
2014
Q3 | $14K | Buy |
+186
| New | +$14K | 0.01% | 158 |
|