Security National Trust’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
Q3 | $16K | Hold |
400
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $16K | Buy |
+400
| New | +$16K | ﹤0.01% | 339 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$18K | – | 487 |
|
|
2019
Q4 | $18K | Buy |
+300
| New | +$18K | 0.01% | 334 |
|
|
2017
Q3 | – | Sell |
-999
| Closed | -$53K | – | 417 |
|
|
2017
Q2 | $53K | Sell |
999
-1
| -0.1% | -$53 | 0.02% | 272 |
|
|
2017
Q1 | $53K | Hold |
1,000
| – | – | 0.02% | 267 |
|
|
2016
Q4 | $54K | Hold |
1,000
| – | – | 0.02% | 264 |
|
|
2016
Q3 | $50K | Hold |
1,000
| – | – | 0.02% | 277 |
|
|
2016
Q2 | $55K | Hold |
1,000
| – | – | 0.02% | 262 |
|
|
2016
Q1 | $48K | Hold |
1,000
| – | – | 0.02% | 271 |
|
|
2015
Q4 | $46K | Hold |
1,000
| – | – | 0.02% | 267 |
|
|
2015
Q3 | $47K | Hold |
1,000
| – | – | 0.02% | 277 |
|
|
2015
Q2 | $57K | Hold |
1,000
| – | – | 0.02% | 268 |
|
|
2015
Q1 | $60K | Hold |
1,000
| – | – | 0.02% | 270 |
|
|
2014
Q4 | $67K | Hold |
1,000
| – | – | 0.02% | 255 |
|
|
2014
Q3 | $76K | Hold |
1,000
| – | – | 0.03% | 243 |
|
|
2014
Q2 | $82K | Sell |
1,000
-90
| -8% | -$7.38K | 0.03% | 237 |
|
|
2014
Q1 | $80K | Hold |
1,090
| – | – | 0.03% | 240 |
|
|
2013
Q4 | $78K | Hold |
1,090
| – | – | 0.03% | 240 |
|
|
2013
Q3 | $72K | Hold |
1,090
| – | – | 0.03% | 233 |
|
|
2013
Q2 | $70K | Buy |
+1,090
| New | +$70K | 0.03% | 234 |
|