SWM
RDS.B
Sculati Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,075
| Closed | -$238K | – | 123 |
|
|
2020
Q4 | $238K | Buy |
+7,075
| New | +$238K | 0.16% | 94 |
|
|
2020
Q3 | – | Sell |
-8,236
| Closed | -$251K | – | 107 |
|
|
2020
Q2 | $251K | Buy |
8,236
+81
| +1% | +$2.47K | 0.21% | 84 |
|
|
2020
Q1 | $266K | Sell |
8,155
-345
| -4% | -$11.3K | 0.29% | 72 |
|
|
2019
Q4 | $510K | Buy |
+8,500
| New | +$510K | 0.46% | 61 |
|