OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,801
| Closed | -$283K | – | 600 |
|
|
2019
Q4 | $283K | Sell |
4,801
-71
| -1% | -$4.19K | 0.02% | 423 |
|
|
2019
Q3 | $287K | Buy |
4,872
+4,518
| +1,276% | +$266K | 0.03% | 397 |
|
|
2019
Q2 | $23K | Hold |
354
| – | – | ﹤0.01% | 775 |
|
|
2019
Q1 | $22K | Sell |
354
-51
| -13% | -$3.17K | ﹤0.01% | 706 |
|
|
2018
Q4 | $24K | Sell |
405
-1,626
| -80% | -$96.4K | ﹤0.01% | 648 |
|
|
2018
Q3 | $138K | Hold |
2,031
| – | – | 0.03% | 235 |
|
|
2018
Q2 | $140K | Hold |
2,031
| – | – | 0.03% | 287 |
|
|
2018
Q1 | $130K | Hold |
2,031
| – | – | 0.03% | 296 |
|
|
2017
Q4 | $135K | Buy |
2,031
+1,926
| +1,834% | +$128K | 0.02% | 289 |
|
|
2017
Q3 | $6K | Sell |
105
-1,926
| -95% | -$110K | ﹤0.01% | 874 |
|
|
2017
Q2 | $108K | Buy |
+2,031
| New | +$108K | 0.03% | 297 |
|