WIP
RDS.B
Wellesley Investment Partners’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
Q3 | – | Sell |
-8,756
| Closed | -$266K | – | 109 |
|
|
2020
Q2 | $266K | Sell |
8,756
-2,086
| -19% | -$63.4K | 0.09% | 89 |
|
|
2020
Q1 | $354K | Sell |
10,842
-795
| -7% | -$26K | 0.14% | 70 |
|
|
2019
Q4 | $697K | Sell |
11,637
-493
| -4% | -$29.5K | 0.21% | 60 |
|
|
2019
Q3 | $727K | Buy |
12,130
+478
| +4% | +$28.6K | 0.24% | 54 |
|
|
2019
Q2 | $766K | Sell |
11,652
-2,188
| -16% | -$144K | 0.26% | 51 |
|
|
2019
Q1 | $885K | Sell |
13,840
-942
| -6% | -$60.2K | 0.3% | 57 |
|
|
2018
Q4 | $886K | Buy |
14,782
+2,595
| +21% | +$156K | 0.32% | 56 |
|
|
2018
Q3 | $864K | Buy |
+12,187
| New | +$864K | 0.28% | 63 |
|