Lenox Wealth Management’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
Q2 | $11K | Buy |
357
+196
| +122% | +$6.04K | ﹤0.01% | 428 |
|
|
2020
Q1 | $5K | Sell |
161
-8,994
| -98% | -$279K | ﹤0.01% | 502 |
|
|
2019
Q4 | $540K | Buy |
9,155
+1,152
| +14% | +$68K | 0.15% | 95 |
|
|
2019
Q3 | $471K | Buy |
8,003
+2,211
| +38% | +$130K | 0.14% | 94 |
|
|
2019
Q2 | $376K | Buy |
5,792
+1,388
| +32% | +$90.1K | 0.11% | 95 |
|
|
2019
Q1 | $276K | Buy |
4,404
+1,106
| +34% | +$69.3K | 0.09% | 111 |
|
|
2018
Q4 | $192K | Buy |
3,298
+128
| +4% | +$7.45K | 0.06% | 120 |
|
|
2018
Q3 | $216K | Sell |
3,170
-350
| -10% | -$23.8K | 0.06% | 139 |
|
|
2018
Q2 | $244K | Buy |
3,520
+922
| +35% | +$63.9K | 0.08% | 124 |
|
|
2018
Q1 | $165K | Buy |
2,598
+605
| +30% | +$38.4K | 0.05% | 140 |
|
|
2017
Q4 | $133K | Buy |
1,993
+107
| +6% | +$7.14K | 0.04% | 143 |
|
|
2017
Q3 | $114K | Buy |
1,886
+263
| +16% | +$15.9K | 0.04% | 153 |
|
|
2017
Q2 | $86K | Buy |
+1,623
| New | +$86K | 0.03% | 163 |
|