Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-40
| Closed | -$2K | – | 1216 |
|
|
2021
Q3 | $2K | Buy |
40
+20
| +100% | +$1K | ﹤0.01% | 1094 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1057 |
|
|
2021
Q1 | $0 | Hold |
20
| – | – | ﹤0.01% | 1075 |
|
|
2020
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1111 |
|
|
2020
Q3 | – | Sell |
-963
| Closed | -$31K | – | 983 |
|
|
2020
Q2 | $31K | Hold |
963
| – | – | 0.02% | 315 |
|
|
2020
Q1 | $34K | Sell |
963
-484
| -33% | -$17.1K | 0.03% | 265 |
|
|
2019
Q4 | $85K | Sell |
1,447
-117
| -7% | -$6.87K | 0.07% | 180 |
|
|
2019
Q3 | $95K | Sell |
1,564
-45
| -3% | -$2.73K | 0.09% | 153 |
|
|
2019
Q2 | $105K | Buy |
1,609
+96
| +6% | +$6.27K | 0.09% | 162 |
|
|
2019
Q1 | $94K | Sell |
1,513
-2,460
| -62% | -$153K | 0.07% | 144 |
|
|
2018
Q4 | $231K | Buy |
+3,973
| New | +$231K | 0.17% | 76 |
|