Wealthspire Advisors (New York)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,039
| Closed | -$305K | – | 569 |
|
|
2021
Q4 | $305K | Buy |
7,039
+1,722
| +32% | +$74.6K | 0.01% | 415 |
|
|
2021
Q3 | $237K | Buy |
+5,317
| New | +$237K | ﹤0.01% | 512 |
|
|
2021
Q2 | – | Sell |
-6,220
| Closed | -$244K | – | 706 |
|
|
2021
Q1 | $244K | Buy |
+6,220
| New | +$244K | 0.01% | 620 |
|
|
2020
Q2 | – | Sell |
-8,432
| Closed | -$294K | – | 560 |
|
|
2020
Q1 | $294K | Buy |
8,432
+3,505
| +71% | +$122K | 0.01% | 387 |
|
|
2019
Q4 | $291K | Buy |
4,927
+1,052
| +27% | +$62.1K | 0.02% | 152 |
|
|
2019
Q3 | $228K | Buy |
+3,875
| New | +$228K | 0.02% | 145 |
|
|
2019
Q1 | – | Sell |
-106
| Closed | -$6K | – | 877 |
|
|
2018
Q4 | $6K | Buy |
+106
| New | +$6K | ﹤0.01% | 630 |
|