WIA
RDS.B
Wealthstreet Investment Advisors’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 |
-9,550
| Closed | -$312K | – | 338 |
|
|
2020
Q1 | $312K | Buy |
9,550
+1,096
| +13% | +$35.8K | 0.05% | 241 |
|
|
2019
Q4 | $507K | Buy |
8,454
+475
| +6% | +$28.5K | 0.06% | 234 |
|
|
2019
Q3 | $484K | Hold |
7,979
| – | – | 0.06% | 227 |
|
|
2019
Q2 | $525K | Buy |
7,979
+125
| +2% | +$8.23K | 0.07% | 218 |
|
|
2019
Q1 | $503K | Sell |
7,854
-896
| -10% | -$57.4K | 0.07% | 224 |
|
|
2018
Q4 | $525K | Buy |
8,750
+1,200
| +16% | +$72K | 0.07% | 211 |
|
|
2018
Q3 | $536K | Buy |
7,550
+100
| +1% | +$7.1K | 0.07% | 230 |
|
|
2018
Q2 | $542K | Hold |
7,450
| – | – | 0.07% | 228 |
|
|
2018
Q1 | $489K | Buy |
7,450
+1,079
| +17% | +$70.8K | 0.06% | 239 |
|
|
2017
Q4 | $435K | Buy |
+6,371
| New | +$435K | 0.05% | 244 |
|