TA
RDS.A
TruWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-229,337
| Closed | -$9.95M | – | 136 |
|
|
2021
Q4 | $9.95M | Buy |
229,337
+11,982
| +6% | +$520K | 1.01% | 30 |
|
|
2021
Q3 | $9.69M | Buy |
217,355
+15,253
| +8% | +$680K | 1.08% | 26 |
|
|
2021
Q2 | $8.17M | Buy |
202,102
+21,055
| +12% | +$851K | 0.96% | 30 |
|
|
2021
Q1 | $7.1M | Buy |
181,047
+4,253
| +2% | +$167K | 0.96% | 30 |
|
|
2020
Q4 | $6.21M | Buy |
+176,794
| New | +$6.21M | 0.93% | 32 |
|