TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-650
| Closed | -$22K | – | 751 |
|
|
2020
Q4 | $22K | Hold |
650
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $16K | Hold |
650
| – | – | ﹤0.01% | 439 |
|
|
2020
Q2 | $21K | Hold |
650
| – | – | ﹤0.01% | 409 |
|
|
2020
Q1 | $22K | Sell |
650
-3,045
| -82% | -$103K | ﹤0.01% | 372 |
|
|
2019
Q4 | $217K | Hold |
3,695
| – | – | 0.03% | 208 |
|
|
2019
Q3 | $217K | Hold |
3,695
| – | – | 0.04% | 190 |
|
|
2019
Q2 | $240K | Sell |
3,695
-105
| -3% | -$6.82K | 0.04% | 176 |
|
|
2019
Q1 | $237K | Buy |
3,800
+261
| +7% | +$16.3K | 0.05% | 183 |
|
|
2018
Q4 | $206K | Sell |
3,539
-344
| -9% | -$20K | 0.04% | 220 |
|
|
2018
Q3 | $265K | Buy |
3,883
+4
| +0.1% | +$273 | 0.04% | 232 |
|
|
2018
Q2 | $268K | Buy |
3,879
+4
| +0.1% | +$276 | 0.04% | 225 |
|
|
2018
Q1 | $247K | Buy |
3,875
+3
| +0.1% | +$191 | 0.04% | 204 |
|
|
2017
Q4 | $258K | Buy |
+3,872
| New | +$258K | 0.04% | 192 |
|