MWM
RDS.B
Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,266
| Closed | -$359K | – | 434 |
|
|
2021
Q4 | $359K | Sell |
8,266
-355
| -4% | -$15.4K | 0.04% | 291 |
|
|
2021
Q3 | $381K | Buy |
8,621
+855
| +11% | +$37.8K | 0.05% | 266 |
|
|
2021
Q2 | $302K | Buy |
7,766
+879
| +13% | +$34.2K | 0.04% | 298 |
|
|
2021
Q1 | $254K | Buy |
+6,887
| New | +$254K | 0.04% | 303 |
|
|
2020
Q1 | – | Sell |
-4,169
| Closed | -$249K | – | 257 |
|
|
2019
Q4 | $249K | Buy |
4,169
+150
| +4% | +$8.96K | 0.12% | 169 |
|
|
2019
Q3 | $241K | Sell |
4,019
-221
| -5% | -$13.3K | 0.11% | 168 |
|
|
2019
Q2 | $2.79K | Buy |
+4,240
| New | +$2.79K | 0.11% | 159 |
|
|
2018
Q3 | – | Sell |
-3,716
| Closed | -$270K | – | 209 |
|
|
2018
Q2 | $270K | Buy |
3,716
+275
| +8% | +$20K | 0.13% | 145 |
|
|
2018
Q1 | $220K | Buy |
3,441
+33
| +1% | +$2.11K | 0.11% | 162 |
|
|
2017
Q4 | $231K | Hold |
3,408
| – | – | 0.14% | 153 |
|
|
2017
Q3 | $213K | Sell |
3,408
-2,839
| -45% | -$177K | 0.14% | 158 |
|
|
2017
Q2 | $337K | Buy |
6,247
+2,444
| +64% | +$132K | 0.21% | 107 |
|
|
2017
Q1 | $212K | Buy |
+3,803
| New | +$212K | 0.13% | 155 |
|