SFA
RDS.A
Sequoia Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,363
| Closed | -$363K | – | 714 |
|
|
2021
Q4 | $363K | Buy |
+8,363
| New | +$363K | 0.01% | 397 |
|
|
2020
Q1 | – | Sell |
-3,609
| Closed | -$213K | – | 423 |
|
|
2019
Q4 | $213K | Buy |
+3,609
| New | +$213K | 0.01% | 355 |
|
|
2019
Q2 | – | Sell |
-4,206
| Closed | -$263K | – | 392 |
|
|
2019
Q1 | $263K | Buy |
+4,206
| New | +$263K | 0.02% | 300 |
|
|
2018
Q3 | – | Sell |
-2,899
| Closed | -$201K | – | 335 |
|
|
2018
Q2 | $201K | Buy |
+2,899
| New | +$201K | 0.02% | 288 |
|