Squar Milner Financial Services’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,769
| Closed | -$206K | – | 211 |
|
|
2020
Q2 | $206K | Buy |
6,769
+1,444
| +27% | +$43.9K | 0.12% | 199 |
|
|
2020
Q1 | $173K | Buy |
5,325
+2,636
| +98% | +$85.6K | 0.1% | 181 |
|
|
2019
Q4 | $161K | Buy |
+2,689
| New | +$161K | 0.08% | 239 |
|
|
2019
Q3 | – | Sell |
-205
| Closed | -$13K | – | 786 |
|
|
2019
Q2 | $13K | Buy |
205
+65
| +46% | +$4.12K | 0.01% | 497 |
|
|
2019
Q1 | $8K | Hold |
140
| – | – | 0.01% | 578 |
|
|
2018
Q4 | $8K | Hold |
140
| – | – | 0.01% | 515 |
|
|
2018
Q3 | $10K | Hold |
140
| – | – | 0.01% | 507 |
|
|
2018
Q2 | $10K | Buy |
+140
| New | +$10K | 0.01% | 595 |
|