Ritholtz Wealth Management’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 |
-25,106
| Closed | -$1.09M | – | 606 |
|
|
2021
Q4 | $1.09M | Buy |
25,106
+4,028
| +19% | +$175K | 0.07% | 157 |
|
|
2021
Q3 | $939K | Buy |
21,078
+3,986
| +23% | +$178K | 0.07% | 153 |
|
|
2021
Q2 | $691K | Buy |
17,092
+2,412
| +16% | +$97.5K | 0.05% | 198 |
|
|
2021
Q1 | $576K | Buy |
14,680
+6,280
| +75% | +$246K | 0.05% | 185 |
|
|
2020
Q4 | $295K | Buy |
+8,400
| New | +$295K | 0.03% | 257 |
|
|
2020
Q3 | – | Sell |
-6,811
| Closed | -$223K | – | 331 |
|
|
2020
Q2 | $223K | Buy |
+6,811
| New | +$223K | 0.03% | 223 |
|