TSWM
RDS.A
Triangle Securities Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,865
| Closed | -$287K | – | 170 |
|
|
2019
Q4 | $287K | Buy |
4,865
+90
| +2% | +$5.31K | 0.12% | 135 |
|
|
2019
Q3 | $281K | Sell |
4,775
-2,273
| -32% | -$134K | 0.14% | 135 |
|
|
2019
Q2 | $454K | Buy |
7,048
+278
| +4% | +$17.9K | 0.23% | 107 |
|
|
2019
Q1 | $424K | Sell |
6,770
-629
| -9% | -$39.4K | 0.22% | 107 |
|
|
2018
Q4 | $431K | Buy |
7,399
+260
| +4% | +$15.1K | 0.25% | 99 |
|
|
2018
Q3 | $486K | Buy |
7,139
+210
| +3% | +$14.3K | 0.26% | 99 |
|
|
2018
Q2 | $480K | Buy |
6,929
+315
| +5% | +$21.8K | 0.27% | 98 |
|
|
2018
Q1 | $422K | Buy |
+6,614
| New | +$422K | 0.24% | 104 |
|
|
2013
Q3 | – | Sell |
-1,689
| Closed | -$108K | – | 408 |
|
|
2013
Q2 | $108K | Buy |
+1,689
| New | +$108K | 0.08% | 169 |
|