SWP
RDS.B
Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,022
| Closed | -$60 | – | 548 |
|
|
2019
Q3 | $60 | Buy |
1,022
+57
| +6% | +$3 | ﹤0.01% | 292 |
|
|
2019
Q2 | $63K | Sell |
965
-772
| -44% | -$50.4K | 0.03% | 213 |
|
|
2019
Q1 | $112K | Buy |
1,737
+144
| +9% | +$9.29K | 0.05% | 173 |
|
|
2018
Q4 | $100K | Hold |
1,593
| – | – | 0.05% | 176 |
|
|
2018
Q3 | $113K | Hold |
1,593
| – | – | 0.06% | 168 |
|
|
2018
Q2 | $116K | Sell |
1,593
-175
| -10% | -$12.7K | 0.07% | 183 |
|
|
2018
Q1 | $116K | Buy |
1,768
+17
| +1% | +$1.12K | 0.06% | 179 |
|
|
2017
Q4 | $117K | Buy |
+1,751
| New | +$117K | 0.06% | 167 |
|