Pathway Financial 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 |
-4,122
| Closed | -$237K | – | 127 |
|
|
2019
Q4 | $237K | Buy |
+4,122
| New | +$237K | 0.07% | 112 |
|
|
2018
Q3 | – | Sell |
-848
| Closed | -$59K | – | 407 |
|
|
2018
Q2 | $59K | Hold |
848
| – | – | 0.03% | 231 |
|
|
2018
Q1 | $54K | Hold |
848
| – | – | 0.03% | 246 |
|
|
2017
Q4 | $57K | Buy |
+848
| New | +$57K | 0.03% | 248 |
|