SVWAG
RDS.B
Sound View Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,794
| Closed | -$207K | – | 251 |
|
|
2020
Q2 | $207K | Sell |
6,794
-2,859
| -30% | -$87.1K | 0.06% | 230 |
|
|
2020
Q1 | $315K | Sell |
9,653
-5,808
| -38% | -$190K | 0.11% | 155 |
|
|
2019
Q4 | $927K | Sell |
15,461
-2,065
| -12% | -$124K | 0.26% | 95 |
|
|
2019
Q3 | $1.05M | Sell |
17,526
-2,452
| -12% | -$147K | 0.31% | 89 |
|
|
2019
Q2 | $1.31M | Buy |
+19,978
| New | +$1.31M | 0.39% | 77 |
|