SVWAG
RDS.A
Sound View Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,822
| Closed | -$238K | – | 246 |
|
|
2020
Q1 | $238K | Sell |
6,822
-221
| -3% | -$7.71K | 0.08% | 190 |
|
|
2019
Q4 | $415K | Buy |
7,043
+903
| +15% | +$53.2K | 0.12% | 154 |
|
|
2019
Q3 | $361K | Buy |
6,140
+150
| +3% | +$8.82K | 0.11% | 167 |
|
|
2019
Q2 | $390K | Buy |
+5,990
| New | +$390K | 0.12% | 161 |
|