TRUE Private Wealth Advisors’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
Q1 | – | Sell |
-10,552
| Closed | -$632K | – | 876 |
|
|
2019
Q4 | $632K | Buy |
10,552
+264
| +3% | +$15.8K | 0.1% | 115 |
|
|
2019
Q3 | $616K | Buy |
10,288
+2,724
| +36% | +$163K | 0.11% | 107 |
|
|
2019
Q2 | $497K | Buy |
7,564
+1,638
| +28% | +$108K | 0.08% | 122 |
|
|
2019
Q1 | $379K | Sell |
5,926
-972
| -14% | -$62.2K | 0.07% | 132 |
|
|
2018
Q4 | $413K | Buy |
6,898
+1,070
| +18% | +$64.1K | 0.07% | 154 |
|
|
2018
Q3 | $413K | Sell |
5,828
-38
| -0.6% | -$2.7K | 0.06% | 187 |
|
|
2018
Q2 | $426K | Buy |
+5,866
| New | +$426K | 0.07% | 178 |
|
|
2018
Q1 | – | Sell |
-3,028
| Closed | -$206K | – | 235 |
|
|
2017
Q4 | $206K | Buy |
+3,028
| New | +$206K | 0.04% | 210 |
|