Wealthstreet Investment Advisors’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
Q1 | – | Sell |
-4,513
| Closed | -$266K | – | 352 |
|
|
2019
Q4 | $266K | Sell |
4,513
-1,600
| -26% | -$94.3K | 0.03% | 303 |
|
|
2019
Q3 | $366K | Hold |
6,113
| – | – | 0.05% | 256 |
|
|
2019
Q2 | $398K | Hold |
6,113
| – | – | 0.05% | 248 |
|
|
2019
Q1 | $383K | Hold |
6,113
| – | – | 0.05% | 253 |
|
|
2018
Q4 | $358K | Buy |
6,113
+1,860
| +44% | +$109K | 0.05% | 253 |
|
|
2018
Q3 | $290K | Sell |
4,253
-1,860
| -30% | -$127K | 0.04% | 293 |
|
|
2018
Q2 | $423K | Buy |
6,113
+1,860
| +44% | +$129K | 0.06% | 256 |
|
|
2018
Q1 | $271K | Buy |
4,253
+240
| +6% | +$15.3K | 0.03% | 297 |
|
|
2017
Q4 | $268K | Buy |
+4,013
| New | +$268K | 0.03% | 291 |
|