SWA
RDS.A

Sax Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-5,105
Closed -$228K 189
2021
Q3
$228K Hold
5,105
0.05% 154
2021
Q2
$206K Sell
5,105
-25
-0.5% -$1.01K 0.07% 153
2021
Q1
$201K Buy
+5,130
New +$201K 0.07% 145