THWM
RDS.B
Taylor Hoffman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-800
| Closed | -$24K | – | 394 |
|
|
2020
Q2 | $24K | Buy |
+800
| New | +$24K | 0.02% | 250 |
|
|
2020
Q1 | – | Sell |
-2,108
| Closed | -$126K | – | 415 |
|
|
2019
Q4 | $126K | Sell |
2,108
-400
| -16% | -$23.9K | 0.08% | 146 |
|
|
2019
Q3 | $150K | Hold |
2,508
| – | – | 0.11% | 131 |
|
|
2019
Q2 | $165K | Hold |
2,508
| – | – | 0.13% | 122 |
|
|
2019
Q1 | $160K | Hold |
2,508
| – | – | 0.12% | 122 |
|
|
2018
Q4 | $150K | Buy |
2,508
+1,308
| +109% | +$78.2K | 0.13% | 112 |
|
|
2018
Q3 | $85K | Hold |
1,200
| – | – | 0.07% | 147 |
|
|
2018
Q2 | $87K | Sell |
1,200
-157
| -12% | -$11.4K | 0.08% | 137 |
|
|
2018
Q1 | $89K | Hold |
1,357
| – | – | 0.08% | 136 |
|
|
2017
Q4 | $93K | Buy |
+1,357
| New | +$93K | 0.09% | 133 |
|