LWM
RDS.B
Lyell Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,666
| Closed | -$220K | – | 138 |
|
|
2019
Q4 | $220K | Sell |
3,666
-250
| -6% | -$15K | 0.06% | 125 |
|
|
2019
Q3 | $235K | Sell |
3,916
-525
| -12% | -$31.5K | 0.07% | 110 |
|
|
2019
Q2 | $292K | Sell |
4,441
-55
| -1% | -$3.62K | 0.09% | 105 |
|
|
2019
Q1 | $288K | Hold |
4,496
| – | – | 0.1% | 103 |
|
|
2018
Q4 | $269K | Hold |
4,496
| – | – | 0.11% | 98 |
|
|
2018
Q3 | $319K | Sell |
4,496
-500
| -10% | -$35.5K | 0.11% | 98 |
|
|
2018
Q2 | $363K | Buy |
+4,996
| New | +$363K | 0.13% | 90 |
|