Octavia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-44,507
| Closed | -$1.93M | – | 212 |
|
|
2021
Q4 | $1.93M | Buy |
44,507
+4,246
| +11% | +$184K | 0.42% | 42 |
|
|
2021
Q3 | $1.8M | Sell |
40,261
-3,544
| -8% | -$158K | 0.46% | 41 |
|
|
2021
Q2 | $1.77M | Sell |
43,805
-2,828
| -6% | -$114K | 0.47% | 41 |
|
|
2021
Q1 | $1.83M | Buy |
46,633
+3,014
| +7% | +$118K | 0.54% | 39 |
|
|
2020
Q4 | $1.53M | Buy |
+43,619
| New | +$1.53M | 0.5% | 43 |
|