Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-5,766
| Closed | -$201K | – | 478 |
|
|
2020
Q1 | $201K | Sell |
5,766
-975
| -14% | -$34K | 0.02% | 395 |
|
|
2019
Q4 | $398K | Buy |
6,741
+665
| +11% | +$39.3K | 0.03% | 312 |
|
|
2019
Q3 | $358K | Sell |
6,076
-165
| -3% | -$9.72K | 0.03% | 314 |
|
|
2019
Q2 | $406K | Buy |
6,241
+2,851
| +84% | +$185K | 0.03% | 289 |
|
|
2019
Q1 | $212K | Sell |
3,390
-410
| -11% | -$25.6K | 0.02% | 420 |
|
|
2018
Q4 | $221K | Sell |
3,800
-434
| -10% | -$25.2K | 0.02% | 382 |
|
|
2018
Q3 | $289K | Sell |
4,234
-210
| -5% | -$14.3K | 0.02% | 370 |
|
|
2018
Q2 | $308K | Sell |
4,444
-394
| -8% | -$27.3K | 0.03% | 357 |
|
|
2018
Q1 | $309K | Buy |
4,838
+177
| +4% | +$11.3K | 0.03% | 357 |
|
|
2017
Q4 | $311K | Buy |
4,661
+119
| +3% | +$7.94K | 0.03% | 358 |
|
|
2017
Q3 | $275K | Sell |
4,542
-4
| -0.1% | -$242 | 0.03% | 385 |
|
|
2017
Q2 | $242K | Buy |
4,546
+257
| +6% | +$13.7K | 0.03% | 394 |
|
|
2017
Q1 | $226K | Buy |
4,289
+1,668
| +64% | +$87.9K | 0.03% | 359 |
|
|
2016
Q4 | $143K | Sell |
2,621
-23
| -0.9% | -$1.26K | 0.02% | 473 |
|
|
2016
Q3 | $132K | Hold |
2,644
| – | – | 0.02% | 497 |
|
|
2016
Q2 | $146K | Buy |
2,644
+25
| +1% | +$1.38K | 0.02% | 450 |
|
|
2016
Q1 | $127K | Sell |
2,619
-309
| -11% | -$15K | 0.02% | 473 |
|
|
2015
Q4 | $134K | Buy |
+2,928
| New | +$134K | 0.02% | 459 |
|