Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-200
| Closed | -$8K | – | 940 |
|
|
2021
Q2 | $8K | Sell |
200
-300
| -60% | -$12K | ﹤0.01% | 786 |
|
|
2021
Q1 | $18K | Hold |
500
| – | – | 0.01% | 688 |
|
|
2020
Q4 | $17K | Hold |
500
| – | – | 0.01% | 655 |
|
|
2020
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 682 |
|
|
2020
Q2 | $15K | Hold |
500
| – | – | 0.01% | 648 |
|
|
2020
Q1 | $16K | Hold |
500
| – | – | 0.01% | 621 |
|
|
2019
Q4 | $30K | Hold |
500
| – | – | 0.01% | 612 |
|
|
2019
Q3 | $30K | Hold |
500
| – | – | 0.01% | 615 |
|
|
2019
Q2 | $33K | Sell |
500
-34
| -6% | -$2.24K | 0.01% | 597 |
|
|
2019
Q1 | $34K | Hold |
534
| – | – | 0.01% | 599 |
|
|
2018
Q4 | $32K | Sell |
534
-200
| -27% | -$12K | 0.01% | 554 |
|
|
2018
Q3 | $52K | Buy |
734
+200
| +37% | +$14.2K | 0.01% | 524 |
|
|
2018
Q2 | $39K | Hold |
534
| – | – | 0.01% | 583 |
|
|
2018
Q1 | $35K | Buy |
+534
| New | +$35K | 0.01% | 598 |
|
|
2015
Q1 | $13K | Hold |
200
| – | – | ﹤0.01% | 773 |
|
|
2014
Q4 | $14K | Hold |
200
| – | – | ﹤0.01% | 800 |
|
|
2014
Q3 | $16K | Hold |
200
| – | – | 0.01% | 689 |
|
|
2014
Q2 | $17K | Hold |
200
| – | – | 0.01% | 696 |
|
|
2014
Q1 | $16K | Buy |
+200
| New | +$16K | 0.01% | 547 |
|