Sugarloaf Wealth Management’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
Q2 | – | Hold |
0
| – | – | – | 848 |
|
|
2022
Q1 | – | Sell |
-1,606
| Closed | -$70K | – | 795 |
|
|
2021
Q4 | $70K | Sell |
1,606
-150
| -9% | -$6.54K | 0.02% | 242 |
|
|
2021
Q3 | $78K | Buy |
1,756
+2
| +0.1% | +$89 | 0.02% | 219 |
|
|
2021
Q2 | $71K | Buy |
1,754
+2
| +0.1% | +$81 | 0.02% | 228 |
|
|
2021
Q1 | $69 | Hold |
1,752
| – | – | 0.02% | 232 |
|
|
2020
Q4 | $62K | Hold |
1,752
| – | – | 0.02% | 234 |
|
|
2020
Q3 | $44K | Hold |
1,752
| – | – | 0.02% | 254 |
|
|
2020
Q2 | $57K | Hold |
1,752
| – | – | 0.02% | 222 |
|
|
2020
Q1 | $61K | Hold |
1,752
| – | – | 0.03% | 201 |
|
|
2019
Q4 | $103K | Buy |
+1,752
| New | +$103K | 0.04% | 180 |
|