WealthPLAN Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,701	Closed	-$209K	–	399
2021 Q3	$209K	Sell	4,701 -188	-4%	-$7.58K	0.01%	359
2021 Q2	$205K	Buy	+4,889	New	+$194K	0.01%	344
2020 Q1	–	Sell	-6,073	Closed	-$320K	–	291
2019 Q4	$320K	Sell	6,073 -1,416	-19%	-$82.7K	0.04%	194
2019 Q3	$452K	Sell	7,489 -707	-9%	-$42K	0.06%	159
2019 Q2	$473K	Sell	8,196 -762	-9%	-$48.7K	0.07%	151
2019 Q1	$581K	Sell	8,958 -40	-0.4%	-$2.47K	0.09%	150
2018 Q4	$563K	Sell	8,998 -1,799	-17%	-$112K	0.09%	138
2018 Q3	$647K	Sell	10,797 -2,815	-21%	-$188K	0.12%	125
2018 Q2	$943K	Buy	13,612 +1,080	+9%	+$74.8K	0.19%	101
2018 Q1	$799K	Buy	+12,532	New	+$825K	0.18%	106
2017 Q2	–	Sell	-100	Closed	-$5.26K	–	458
2017 Q1	$5.26K	Buy	+100	New	+$5.35K	0.02%	344
2016 Q3	$27.7K	Sell	547 -391	-42%	-$20K	0.01%	421
2016 Q2	$28.5K	Buy	+938	New	+$47.7K	﹤0.01%	1194
2015 Q4	$27.2K	Buy	+1,755	New	+$88.1K	﹤0.01%	798
2015 Q2	$92K	Sell	1,617 -662	-29%	-$40.3K	0.04%	131
2015 Q1	$136K	Buy	+2,279	New	+$145K	0.06%	147