Successful Portfolios’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,193
| Closed | -$225K | – | 220 |
|
|
2021
Q4 | $225K | Buy |
5,193
+400
| +8% | +$17.3K | 0.12% | 187 |
|
|
2021
Q3 | $214K | Sell |
4,793
-470
| -9% | -$21K | 0.13% | 183 |
|
|
2021
Q2 | $213K | Sell |
5,263
-650
| -11% | -$26.3K | 0.13% | 186 |
|
|
2021
Q1 | $232K | Sell |
5,913
-550
| -9% | -$21.6K | 0.15% | 167 |
|
|
2020
Q4 | $227K | Buy |
+6,463
| New | +$227K | 0.16% | 156 |
|
|
2020
Q3 | – | Sell |
-7,218
| Closed | -$236K | – | 181 |
|
|
2020
Q2 | $236K | Buy |
7,218
+729
| +11% | +$23.8K | 0.21% | 133 |
|
|
2020
Q1 | $226K | Sell |
6,489
-791
| -11% | -$27.5K | 0.23% | 118 |
|
|
2019
Q4 | $429K | Sell |
7,280
-1,683
| -19% | -$99.2K | 0.38% | 70 |
|
|
2019
Q3 | $527K | Buy |
8,963
+810
| +10% | +$47.6K | 0.5% | 55 |
|
|
2019
Q2 | $531K | Sell |
8,153
-231
| -3% | -$15K | 0.57% | 51 |
|
|
2019
Q1 | $525K | Sell |
8,384
-21
| -0.2% | -$1.32K | 0.57% | 50 |
|
|
2018
Q4 | $490K | Buy |
8,405
+152
| +2% | +$8.86K | 0.63% | 49 |
|
|
2018
Q3 | $562K | Buy |
8,253
+200
| +2% | +$13.6K | 0.61% | 44 |
|
|
2018
Q2 | $558K | Buy |
8,053
+25
| +0.3% | +$1.73K | 0.65% | 45 |
|
|
2018
Q1 | $512K | Buy |
8,028
+259
| +3% | +$16.5K | 0.62% | 50 |
|
|
2017
Q4 | $518K | Buy |
+7,769
| New | +$518K | 0.64% | 46 |
|