Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,467
| Closed | -$244K | – | 561 |
|
|
2021
Q3 | $244K | Buy |
5,467
+80
| +1% | +$3.57K | 0.02% | 467 |
|
|
2021
Q2 | $218K | Buy |
+5,387
| New | +$218K | 0.02% | 499 |
|
|
2020
Q1 | – | Sell |
-5,738
| Closed | -$338K | – | 333 |
|
|
2019
Q4 | $338K | Buy |
+5,738
| New | +$338K | 0.06% | 247 |
|
|
2015
Q4 | – | Sell |
-15
| Closed | – | – | 941 |
|
|
2015
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1130 |
|
|
2015
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1041 |
|
|
2015
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 956 |
|
|
2014
Q4 | $1K | Sell |
15
-1,371
| -99% | -$91.4K | ﹤0.01% | 898 |
|
|
2014
Q3 | $106K | Sell |
1,386
-55
| -4% | -$4.21K | 0.03% | 296 |
|
|
2014
Q2 | $119K | Sell |
1,441
-35
| -2% | -$2.89K | 0.04% | 258 |
|
|
2014
Q1 | $108K | Sell |
1,476
-29
| -2% | -$2.12K | 0.05% | 255 |
|
|
2013
Q4 | $107K | Sell |
1,505
-29
| -2% | -$2.06K | 0.06% | 201 |
|
|
2013
Q3 | $101K | Buy |
1,534
+157
| +11% | +$10.3K | 0.06% | 236 |
|
|
2013
Q2 | $88K | Buy |
+1,377
| New | +$88K | 0.05% | 244 |
|