Summit Financial Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,548
| Closed | -$255K | – | 145 |
|
|
2019
Q4 | $255K | Sell |
4,548
-100
| -2% | -$5.61K | 0.06% | 120 |
|
|
2019
Q3 | $269K | Buy |
4,648
+100
| +2% | +$5.79K | 0.07% | 124 |
|
|
2019
Q2 | $296K | Buy |
4,548
+189
| +4% | +$12.3K | 0.07% | 124 |
|
|
2019
Q1 | $278K | Buy |
4,359
+71
| +2% | +$4.53K | 0.07% | 110 |
|
|
2018
Q4 | $250K | Hold |
4,288
| – | – | 0.08% | 106 |
|
|
2018
Q3 | $280K | Buy |
+4,288
| New | +$280K | 0.08% | 111 |
|
|
2015
Q4 | – | Sell |
-1,150
| Closed | -$54K | – | 228 |
|
|
2015
Q3 | $54K | Sell |
1,150
-200
| -15% | -$9.39K | 0.03% | 121 |
|
|
2015
Q2 | $76K | Hold |
1,350
| – | – | 0.05% | 118 |
|
|
2015
Q1 | $85K | Hold |
1,350
| – | – | 0.06% | 98 |
|
|
2014
Q4 | $90K | Buy |
+1,350
| New | +$90K | 0.06% | 94 |
|