Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,056
| Closed | -$37K | – | 1087 |
|
|
2020
Q4 | $37K | Buy |
+1,056
| New | +$37K | ﹤0.01% | 838 |
|
|
2017
Q3 | – | Sell |
-3,050
| Closed | -$162K | – | 740 |
|
|
2017
Q2 | $162K | Buy |
3,050
+700
| +30% | +$37.2K | 0.04% | 257 |
|
|
2017
Q1 | $124K | Sell |
2,350
-1,865
| -44% | -$98.4K | 0.03% | 284 |
|
|
2016
Q4 | $223K | Buy |
+4,215
| New | +$223K | 0.05% | 235 |
|