Strategic Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-640
| Closed | -$41K | – | 784 |
|
|
2019
Q2 | $41K | Sell |
640
-118
| -16% | -$7.56K | 0.02% | 245 |
|
|
2019
Q1 | $47K | Sell |
758
-57
| -7% | -$3.53K | 0.02% | 248 |
|
|
2018
Q4 | $50K | Sell |
815
-80
| -9% | -$4.91K | 0.03% | 231 |
|
|
2018
Q3 | $61K | Hold |
895
| – | – | 0.03% | 215 |
|
|
2018
Q2 | $62K | Hold |
895
| – | – | 0.04% | 236 |
|
|
2018
Q1 | $57K | Hold |
895
| – | – | 0.03% | 234 |
|
|
2017
Q4 | $58K | Buy |
+895
| New | +$58K | 0.03% | 209 |
|