SFA
RDS.B
Sequoia Financial Advisors’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 |
-5,713
| Closed | -$248K | – | 715 |
|
|
2021
Q4 | $248K | Buy |
+5,713
| New | +$248K | 0.01% | 492 |
|
|
2020
Q1 | – | Sell |
-3,391
| Closed | -$203K | – | 424 |
|
|
2019
Q4 | $203K | Buy |
+3,391
| New | +$203K | 0.01% | 362 |
|
|
2019
Q1 | – | Sell |
-5,207
| Closed | -$312K | – | 379 |
|
|
2018
Q4 | $312K | Hold |
5,207
| – | – | 0.04% | 201 |
|
|
2018
Q3 | $369K | Sell |
5,207
-515
| -9% | -$36.5K | 0.04% | 197 |
|
|
2018
Q2 | $416K | Sell |
5,722
-13
| -0.2% | -$945 | 0.04% | 177 |
|
|
2018
Q1 | $376K | Sell |
5,735
-11
| -0.2% | -$721 | 0.04% | 193 |
|
|
2017
Q4 | $392K | Buy |
5,746
+102
| +2% | +$6.96K | 0.04% | 193 |
|
|
2017
Q3 | $353K | Buy |
5,644
+7
| +0.1% | +$438 | 0.04% | 191 |
|
|
2017
Q2 | $307K | Buy |
5,637
+5
| +0.1% | +$272 | 0.04% | 205 |
|
|
2017
Q1 | $314K | Sell |
5,632
-42
| -0.7% | -$2.34K | 0.04% | 193 |
|
|
2016
Q4 | $329K | Sell |
5,674
-200
| -3% | -$11.6K | 0.05% | 182 |
|
|
2016
Q3 | $310K | Buy |
5,874
+133
| +2% | +$7.02K | 0.06% | 168 |
|
|
2016
Q2 | $321K | Hold |
5,741
| – | – | 0.09% | 160 |
|
|
2016
Q1 | $282K | Buy |
+5,741
| New | +$282K | 0.09% | 146 |
|