SWM
RDS.A
Selective Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-383
| Closed | -$17K | – | 815 |
|
|
2021
Q4 | $17K | Buy |
+383
| New | +$17K | 0.01% | 434 |
|
|
2021
Q2 | – | Sell |
-1,518
| Closed | -$60K | – | 565 |
|
|
2021
Q1 | $60K | Buy |
1,518
+518
| +52% | +$20.5K | 0.05% | 114 |
|
|
2020
Q4 | $35K | Sell |
1,000
-500
| -33% | -$17.5K | 0.02% | 137 |
|
|
2020
Q3 | $38K | Sell |
1,500
-100
| -6% | -$2.53K | 0.03% | 112 |
|
|
2020
Q2 | $52K | Buy |
1,600
+1,500
| +1,500% | +$48.8K | 0.04% | 103 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 262 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | 0.01% | 208 |
|
|
2019
Q3 | $6K | Buy |
+100
| New | +$6K | 0.01% | 215 |
|