One Wealth Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,495
| Closed | -$282K | – | 234 |
|
|
2021
Q4 | $282K | Sell |
6,495
-5
| -0.1% | -$226 | 0.07% | 143 |
|
|
2021
Q3 | $288K | Buy |
6,500
+111
| +2% | +$4.39K | 0.08% | 155 |
|
|
2021
Q2 | $248K | Buy |
6,389
+646
| +11% | +$24.3K | 0.08% | 146 |
|
|
2021
Q1 | $212K | Buy |
+5,743
| New | +$219K | 0.08% | 138 |
|
|
2019
Q2 | – | Sell |
-2,922
| Closed | -$187K | – | 553 |
|
|
2019
Q1 | $187K | Buy |
+2,922
| New | +$185K | 0.15% | 119 |
|
|
2018
Q4 | – | Sell |
-5,650
| Closed | -$401K | – | 534 |
|
|
2018
Q3 | $401K | Sell |
5,650
-3
| -0.1% | -$208 | 0.31% | 53 |
|
|
2018
Q2 | $411K | Sell |
5,653
-290
| -5% | -$20.9K | 0.33% | 46 |
|
|
2018
Q1 | $389K | Sell |
5,943
-134
| -2% | -$9.02K | 0.34% | 45 |
|
|
2017
Q4 | $411K | Buy |
+6,077
| New | +$394K | 0.33% | 41 |
|
Other funds holding RDS.B
CW
PCM
ACA
SLWA