TA
RDS.B
TruWealth 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-213,407
| Closed | -$9.25M | – | 137 |
|
2021
Q4 | $9.25M | Buy |
213,407
+7,886
| +4% | +$342K | 0.94% | 32 |
|
2021
Q3 | $9.1M | Buy |
205,521
+5,462
| +3% | +$242K | 1.01% | 30 |
|
2021
Q2 | $7.77M | Buy |
200,059
+7,241
| +4% | +$281K | 0.91% | 34 |
|
2021
Q1 | $7.1M | Sell |
192,818
-196,438
| -50% | -$7.24M | 0.96% | 29 |
|
2020
Q4 | $13.1M | Buy |
+389,256
| New | +$13.1M | 1.95% | 11 |
|