WAM
RDS.B
Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,210
| Closed | -$252K | – | 524 |
|
|
2019
Q4 | $252K | Buy |
4,210
+191
| +5% | +$11.4K | 0.02% | 419 |
|
|
2019
Q3 | $241K | Sell |
4,019
-488
| -11% | -$29.3K | 0.02% | 394 |
|
|
2019
Q2 | $296K | Sell |
4,507
-2,986
| -40% | -$196K | 0.02% | 355 |
|
|
2019
Q1 | $479K | Buy |
7,493
+3,806
| +103% | +$243K | 0.04% | 257 |
|
|
2018
Q4 | $221K | Sell |
3,687
-709
| -16% | -$42.5K | 0.02% | 383 |
|
|
2018
Q3 | $312K | Sell |
4,396
-1,111
| -20% | -$78.9K | 0.03% | 349 |
|
|
2018
Q2 | $380K | Buy |
5,507
+1,416
| +35% | +$97.7K | 0.03% | 298 |
|
|
2018
Q1 | $268K | Buy |
4,091
+342
| +9% | +$22.4K | 0.03% | 391 |
|
|
2017
Q4 | $256K | Buy |
3,749
+688
| +22% | +$47K | 0.02% | 411 |
|
|
2017
Q3 | $191K | Sell |
3,061
-51
| -2% | -$3.18K | 0.02% | 491 |
|
|
2017
Q2 | $169K | Buy |
3,112
+200
| +7% | +$10.9K | 0.02% | 512 |
|
|
2017
Q1 | $162K | Buy |
2,912
+287
| +11% | +$16K | 0.02% | 461 |
|
|
2016
Q4 | $152K | Sell |
2,625
-35
| -1% | -$2.03K | 0.02% | 451 |
|
|
2016
Q3 | $140K | Sell |
2,660
-79
| -3% | -$4.16K | 0.02% | 486 |
|
|
2016
Q2 | $154K | Buy |
2,739
+1,060
| +63% | +$59.6K | 0.03% | 434 |
|
|
2016
Q1 | $83K | Buy |
1,679
+1,238
| +281% | +$61.2K | 0.01% | 569 |
|
|
2015
Q4 | $20K | Buy |
+441
| New | +$20K | ﹤0.01% | 974 |
|