Perigon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,332
| Closed | -$491K | – | 653 |
|
|
2021
Q4 | $491K | Buy |
11,332
+2,200
| +24% | +$95.3K | 0.04% | 346 |
|
|
2021
Q3 | $404K | Sell |
9,132
-2,865
| -24% | -$127K | 0.04% | 349 |
|
|
2021
Q2 | $466K | Buy |
+11,997
| New | +$466K | 0.04% | 319 |
|
|
2017
Q3 | – | Sell |
-11,619
| Closed | -$632K | – | 741 |
|
|
2017
Q2 | $632K | Sell |
11,619
-544
| -4% | -$29.6K | 0.14% | 153 |
|
|
2017
Q1 | $679K | Buy |
12,163
+1,525
| +14% | +$85.1K | 0.14% | 145 |
|
|
2016
Q4 | $602K | Buy |
+10,638
| New | +$602K | 0.13% | 155 |
|