SWM
RDS.B
SeaCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26,517
| Closed | -$1.15M | – | 778 |
|
|
2021
Q4 | $1.15M | Sell |
26,517
-79
| -0.3% | -$3.43K | 0.13% | 162 |
|
|
2021
Q3 | $1.18M | Buy |
+26,596
| New | +$1.18M | 0.14% | 153 |
|
|
2020
Q1 | – | Sell |
-5,488
| Closed | -$329K | – | 599 |
|
|
2019
Q4 | $329K | Buy |
5,488
+157
| +3% | +$9.41K | 0.06% | 380 |
|
|
2019
Q3 | $319K | Sell |
5,331
-100
| -2% | -$5.98K | 0.06% | 375 |
|
|
2019
Q2 | $357K | Buy |
5,431
+220
| +4% | +$14.5K | 0.07% | 338 |
|
|
2019
Q1 | $333K | Hold |
5,211
| – | – | 0.06% | 334 |
|
|
2018
Q4 | $312K | Sell |
5,211
-370
| -7% | -$22.2K | 0.06% | 317 |
|
|
2018
Q3 | $396K | Sell |
5,581
-70
| -1% | -$4.97K | 0.07% | 312 |
|
|
2018
Q2 | $411K | Sell |
5,651
-190
| -3% | -$13.8K | 0.07% | 295 |
|
|
2018
Q1 | $383K | Hold |
5,841
| – | – | 0.07% | 307 |
|
|
2017
Q4 | $399K | Buy |
+5,841
| New | +$399K | 0.07% | 298 |
|