Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,279
| Closed | -$213K | – | 592 |
|
|
2021
Q2 | $213K | Buy |
5,279
+926
| +21% | +$37.4K | 0.01% | 511 |
|
|
2021
Q1 | $171K | Buy |
+4,353
| New | +$171K | 0.01% | 518 |
|
|
2020
Q2 | – | Sell |
-188
| Closed | -$7K | – | 1488 |
|
|
2020
Q1 | $7K | Sell |
188
-700
| -79% | -$26.1K | ﹤0.01% | 1034 |
|
|
2019
Q4 | $52K | Sell |
888
-1,999
| -69% | -$117K | 0.01% | 539 |
|
|
2019
Q3 | $170K | Sell |
2,887
-535
| -16% | -$31.5K | 0.02% | 299 |
|
|
2019
Q2 | $223K | Buy |
3,422
+2,250
| +192% | +$147K | 0.04% | 256 |
|
|
2019
Q1 | $73K | Sell |
1,172
-600
| -34% | -$37.4K | 0.01% | 401 |
|
|
2018
Q4 | $103K | Buy |
1,772
+825
| +87% | +$48K | 0.02% | 305 |
|
|
2018
Q3 | $65K | Buy |
947
+113
| +14% | +$7.76K | 0.01% | 418 |
|
|
2018
Q2 | $58K | Buy |
834
+185
| +29% | +$12.9K | 0.01% | 440 |
|
|
2018
Q1 | $41K | Buy |
649
+469
| +261% | +$29.6K | 0.01% | 437 |
|
|
2017
Q4 | $12K | Buy |
180
+116
| +181% | +$7.73K | ﹤0.01% | 648 |
|
|
2017
Q3 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 698 |
|