Wealthspire Advisors (New York)’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
Q2 | – | Sell |
-7,316
| Closed | -$239K | – | 561 |
|
|
2020
Q1 | $239K | Buy |
7,316
+1,099
| +18% | +$35.9K | 0.01% | 444 |
|
|
2019
Q4 | $373K | Buy |
6,217
+1,083
| +21% | +$65K | 0.03% | 124 |
|
|
2019
Q3 | $308K | Buy |
5,134
+1,818
| +55% | +$109K | 0.03% | 115 |
|
|
2019
Q2 | $218K | Buy |
+3,316
| New | +$218K | 0.02% | 90 |
|
|
2019
Q1 | – | Sell |
-185
| Closed | -$11K | – | 878 |
|
|
2018
Q4 | $11K | Buy |
+185
| New | +$11K | ﹤0.01% | 489 |
|