White Lighthouse Investment Management’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 |
-3,750
| Closed | -$221K | – | 131 |
|
|
2019
Q4 | $221K | Hold |
3,750
| – | – | 0.08% | 124 |
|
|
2019
Q3 | $221K | Hold |
3,750
| – | – | 0.09% | 123 |
|
|
2019
Q2 | $244K | Hold |
3,750
| – | – | 0.1% | 117 |
|
|
2019
Q1 | $235K | Hold |
3,750
| – | – | 0.11% | 108 |
|
|
2018
Q4 | $219K | Hold |
3,750
| – | – | 0.12% | 105 |
|
|
2018
Q3 | $256K | Hold |
3,750
| – | – | 0.13% | 100 |
|
|
2018
Q2 | $260K | Hold |
3,750
| – | – | 0.14% | 100 |
|
|
2018
Q1 | $239K | Hold |
3,750
| – | – | 0.14% | 104 |
|
|
2017
Q4 | $250K | Buy |
+3,750
| New | +$250K | 0.14% | 108 |
|