Plante Moran 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-290
| Closed | -$13K | – | 1079 |
|
|
2021
Q4 | $13K | Hold |
290
| – | – | ﹤0.01% | 651 |
|
|
2021
Q3 | $13K | Hold |
290
| – | – | ﹤0.01% | 653 |
|
|
2021
Q2 | $12K | Hold |
290
| – | – | ﹤0.01% | 660 |
|
|
2021
Q1 | $11K | Hold |
290
| – | – | ﹤0.01% | 640 |
|
|
2020
Q4 | $10K | Hold |
290
| – | – | ﹤0.01% | 634 |
|
|
2020
Q3 | $7K | Hold |
290
| – | – | ﹤0.01% | 657 |
|
|
2020
Q2 | $9K | Hold |
290
| – | – | ﹤0.01% | 540 |
|
|
2020
Q1 | $10K | Sell |
290
-548
| -65% | -$18.9K | ﹤0.01% | 506 |
|
|
2019
Q4 | $49K | Sell |
838
-131
| -14% | -$7.66K | 0.02% | 328 |
|
|
2019
Q3 | $57K | Hold |
969
| – | – | 0.02% | 328 |
|
|
2019
Q2 | $63K | Sell |
969
-182
| -16% | -$11.8K | 0.02% | 291 |
|
|
2019
Q1 | $72K | Buy |
1,151
+443
| +63% | +$27.7K | 0.02% | 264 |
|
|
2018
Q4 | $41K | Buy |
708
+47
| +7% | +$2.72K | 0.01% | 327 |
|
|
2018
Q3 | $45K | Sell |
661
-299
| -31% | -$20.4K | 0.01% | 323 |
|
|
2018
Q2 | $66K | Buy |
960
+3
| +0.3% | +$206 | 0.03% | 279 |
|
|
2018
Q1 | $61K | Buy |
957
+126
| +15% | +$8.03K | 0.03% | 307 |
|
|
2017
Q4 | $55K | Sell |
831
-196
| -19% | -$13K | 0.03% | 331 |
|
|
2017
Q3 | $62K | Buy |
1,027
+214
| +26% | +$12.9K | 0.04% | 266 |
|
|
2017
Q2 | $43K | Buy |
813
+4
| +0.5% | +$212 | 0.03% | 350 |
|
|
2017
Q1 | $43K | Sell |
809
-484
| -37% | -$25.7K | 0.03% | 348 |
|
|
2016
Q4 | $70K | Buy |
1,293
+80
| +7% | +$4.33K | 0.04% | 272 |
|
|
2016
Q3 | $61K | Sell |
1,213
-371
| -23% | -$18.7K | 0.04% | 276 |
|
|
2016
Q2 | $87K | Buy |
1,584
+62
| +4% | +$3.41K | 0.06% | 205 |
|
|
2016
Q1 | $74K | Buy |
1,522
+80
| +6% | +$3.89K | 0.06% | 210 |
|
|
2015
Q4 | $66K | Sell |
1,442
-134
| -9% | -$6.13K | 0.05% | 236 |
|
|
2015
Q3 | $75K | Buy |
1,576
+504
| +47% | +$24K | 0.06% | 217 |
|
|
2015
Q2 | $61K | Buy |
1,072
+424
| +65% | +$24.1K | 0.04% | 261 |
|
|
2015
Q1 | $39K | Hold |
648
| – | – | 0.03% | 318 |
|
|
2014
Q4 | $43K | Sell |
648
-22
| -3% | -$1.46K | 0.03% | 301 |
|
|
2014
Q3 | $51K | Hold |
670
| – | – | 0.04% | 256 |
|
|
2014
Q2 | $55K | Buy |
670
+22
| +3% | +$1.81K | 0.05% | 222 |
|
|
2014
Q1 | $47K | Hold |
648
| – | – | 0.05% | 177 |
|
|
2013
Q4 | $46K | Hold |
648
| – | – | 0.03% | 253 |
|
|
2013
Q3 | $43K | Hold |
648
| – | – | 0.03% | 206 |
|
|
2013
Q2 | $41K | Buy |
+648
| New | +$41K | 0.03% | 183 |
|