TrueWealth LLC’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
Q2 | $105K | Buy |
3,200
+800
| +33% | +$26.3K | 0.04% | 200 |
|
|
2020
Q1 | $84K | Sell |
2,400
-320
| -12% | -$11.2K | 0.04% | 197 |
|
|
2019
Q4 | $160K | Sell |
2,720
-22
| -0.8% | -$1.29K | 0.06% | 161 |
|
|
2019
Q3 | $161K | Hold |
2,742
| – | – | 0.07% | 152 |
|
|
2019
Q2 | $178K | Hold |
2,742
| – | – | 0.08% | 146 |
|
|
2019
Q1 | $172K | Hold |
2,742
| – | – | 0.08% | 147 |
|
|
2018
Q4 | $160K | Sell |
2,742
-152
| -5% | -$8.87K | 0.08% | 147 |
|
|
2018
Q3 | $197K | Hold |
2,894
| – | – | 0.09% | 138 |
|
|
2018
Q2 | $200K | Hold |
2,894
| – | – | 0.1% | 130 |
|
|
2018
Q1 | $185K | Buy |
+2,894
| New | +$185K | 0.09% | 133 |
|