Summit Financial Wealth Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $563K | Sell |
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|
2020
Q1 | $757K | Sell |
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|
2019
Q4 | $5.58M | Sell |
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|
2019
Q3 | $5.9M | Buy |
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|
2019
Q2 | $6.46M | Buy |
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|
2019
Q1 | $5.55M | Buy |
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|
2018
Q4 | $4.86M | Sell |
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|
2018
Q3 | $6.07M | Buy |
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|
2018
Q2 | $5.24M | Sell |
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|
2018
Q1 | $5.27M | Buy |
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|
2017
Q4 | $5.14M | Buy |
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|
2017
Q3 | $4.12M | Buy |
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|
2017
Q2 | $3.12M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $231K | Sell |
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|
2015
Q2 | $468K | Hold |
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|
2015
Q1 | $527K | Buy |
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|
2014
Q4 | $278K | Buy |
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