Wealth Alliance Advisory Group’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
Q1 | – | Sell |
-4,760
| Closed | -$281K | – | 140 |
|
|
2019
Q4 | $281K | Buy |
4,760
+420
| +10% | +$24.8K | 0.16% | 97 |
|
|
2019
Q3 | $251K | Hold |
4,340
| – | – | 0.16% | 101 |
|
|
2019
Q2 | $280K | Sell |
4,340
-1,500
| -26% | -$96.8K | 0.17% | 92 |
|
|
2019
Q1 | $363K | Sell |
5,840
-200
| -3% | -$12.4K | 0.23% | 72 |
|
|
2018
Q4 | $352K | Sell |
6,040
-1,000
| -14% | -$58.3K | 0.26% | 64 |
|
|
2018
Q3 | $480K | Hold |
7,040
| – | – | 0.25% | 70 |
|
|
2018
Q2 | $487K | Buy |
7,040
+1,234
| +21% | +$85.4K | 0.27% | 64 |
|
|
2018
Q1 | $370K | Buy |
+5,806
| New | +$370K | 0.22% | 73 |
|