TrinityPoint Wealth’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 |
-7,767
| Closed | -$458K | – | 226 |
|
|
2019
Q4 | $458K | Sell |
7,767
-780
| -9% | -$46K | 0.15% | 131 |
|
|
2019
Q3 | $508K | Buy |
8,547
+154
| +2% | +$9.15K | 0.18% | 127 |
|
|
2019
Q2 | $530K | Sell |
8,393
-809
| -9% | -$51.1K | 0.25% | 96 |
|
|
2019
Q1 | $576K | Buy |
9,202
+977
| +12% | +$61.2K | 0.28% | 92 |
|
|
2018
Q4 | $479K | Buy |
+8,225
| New | +$479K | 0.29% | 90 |
|