Pinnacle Wealth Planning Services’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 |
-11,549
| Closed | -$501K | – | 488 |
|
|
2021
Q4 | $501K | Buy |
11,549
+2,997
| +35% | +$130K | 0.1% | 151 |
|
|
2021
Q3 | $381K | Buy |
+8,552
| New | +$381K | 0.08% | 194 |
|
|
2021
Q1 | – | Sell |
-1,253
| Closed | -$44K | – | 2220 |
|
|
2020
Q4 | $44K | Buy |
+1,253
| New | +$44K | 0.01% | 852 |
|
|
2020
Q1 | – | Sell |
-3,467
| Closed | -$204K | – | 269 |
|
|
2019
Q4 | $204K | Buy |
+3,467
| New | +$204K | 0.1% | 218 |
|