PMFA
RDS.B
Plante Moran Financial Advisors’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 |
-300
| Closed | -$13K | – | 1080 |
|
|
2021
Q4 | $13K | Buy |
+300
| New | +$13K | ﹤0.01% | 652 |
|
|
2021
Q3 | – | Sell |
-21
| Closed | -$1K | – | 1050 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 933 |
|
|
2021
Q1 | $1K | Sell |
21
-1,200
| -98% | -$57.1K | ﹤0.01% | 987 |
|
|
2020
Q4 | $41K | Buy |
+1,221
| New | +$41K | 0.01% | 396 |
|
|
2020
Q2 | – | Sell |
-478
| Closed | -$16K | – | 910 |
|
|
2020
Q1 | $16K | Buy |
478
+210
| +78% | +$7.03K | 0.01% | 430 |
|
|
2019
Q4 | $16K | Sell |
268
-123
| -31% | -$7.34K | 0.01% | 496 |
|
|
2019
Q3 | $23K | Buy |
391
+123
| +46% | +$7.24K | 0.01% | 472 |
|
|
2019
Q2 | $18K | Hold |
268
| – | – | 0.01% | 492 |
|
|
2019
Q1 | $17K | Sell |
268
-32
| -11% | -$2.03K | 0.01% | 500 |
|
|
2018
Q4 | $18K | Sell |
300
-53
| -15% | -$3.18K | 0.01% | 442 |
|
|
2018
Q3 | $25K | Sell |
353
-415
| -54% | -$29.4K | 0.01% | 410 |
|
|
2018
Q2 | $56K | Sell |
768
-1,201
| -61% | -$87.6K | 0.03% | 304 |
|
|
2018
Q1 | $129K | Buy |
1,969
+379
| +24% | +$24.8K | 0.07% | 199 |
|
|
2017
Q4 | $109K | Buy |
1,590
+482
| +44% | +$33K | 0.06% | 207 |
|
|
2017
Q3 | $69K | Hold |
1,108
| – | – | 0.04% | 251 |
|
|
2017
Q2 | $60K | Sell |
1,108
-404
| -27% | -$21.9K | 0.04% | 275 |
|
|
2017
Q1 | $84K | Sell |
1,512
-79
| -5% | -$4.39K | 0.05% | 235 |
|
|
2016
Q4 | $92K | Buy |
1,591
+19
| +1% | +$1.1K | 0.06% | 229 |
|
|
2016
Q3 | $83K | Buy |
1,572
+1,525
| +3,245% | +$80.5K | 0.06% | 233 |
|
|
2016
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 759 |
|
|
2016
Q1 | $2K | Sell |
47
-438
| -90% | -$18.6K | ﹤0.01% | 770 |
|
|
2015
Q4 | $22K | Buy |
485
+385
| +385% | +$17.5K | 0.02% | 438 |
|
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 593 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 605 |
|
|
2015
Q1 | $6K | Sell |
100
-28
| -22% | -$1.68K | ﹤0.01% | 596 |
|
|
2014
Q4 | $9K | Buy |
128
+28
| +28% | +$1.97K | 0.01% | 569 |
|
|
2014
Q3 | $8K | Sell |
100
-13
| -12% | -$1.04K | 0.01% | 595 |
|
|
2014
Q2 | $10K | Buy |
+113
| New | +$10K | 0.01% | 550 |
|
|
2014
Q1 | – | Sell |
-2,140
| Closed | -$161K | – | 719 |
|
|
2013
Q4 | $161K | Buy |
2,140
+1,340
| +168% | +$101K | 0.09% | 104 |
|
|
2013
Q3 | $55K | Buy |
+800
| New | +$55K | 0.03% | 181 |
|