Patriot Financial Group Insurance Agency’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 |
-1,289
| Closed | -$56K | – | 2314 |
|
|
2021
Q4 | $56K | Buy |
1,289
+40
| +3% | +$1.74K | 0.01% | 822 |
|
|
2021
Q3 | $56K | Sell |
1,249
-141
| -10% | -$6.32K | 0.01% | 835 |
|
|
2021
Q2 | $56K | Hold |
1,390
| – | – | 0.01% | 808 |
|
|
2021
Q1 | $55K | Buy |
1,390
+581
| +72% | +$23K | 0.01% | 741 |
|
|
2020
Q4 | $28K | Hold |
809
| – | – | 0.01% | 880 |
|
|
2020
Q3 | $20K | Sell |
809
-493
| -38% | -$12.2K | 0.01% | 802 |
|
|
2020
Q2 | $43K | Buy |
1,302
+424
| +48% | +$14K | 0.02% | 555 |
|
|
2020
Q1 | $31K | Buy |
878
+546
| +164% | +$19.3K | 0.01% | 561 |
|
|
2019
Q4 | $20K | Hold |
332
| – | – | 0.01% | 687 |
|
|
2019
Q3 | $20K | Buy |
332
+50
| +18% | +$3.01K | 0.01% | 659 |
|
|
2019
Q2 | $18K | Buy |
282
+273
| +3,033% | +$17.4K | 0.01% | 690 |
|
|
2019
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1204 |
|