Wolff Financial 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 |
-3,917
| Closed | -$231K | – | 86 |
|
|
2019
Q4 | $231K | Buy |
3,917
+315
| +9% | +$18.6K | 0.15% | 80 |
|
|
2019
Q3 | $212K | Hold |
3,602
| – | – | 0.15% | 79 |
|
|
2019
Q2 | $234K | Sell |
3,602
-3,078
| -46% | -$200K | 0.18% | 74 |
|
|
2019
Q1 | $418K | Hold |
6,680
| – | – | 0.35% | 53 |
|
|
2018
Q4 | $389K | Buy |
+6,680
| New | +$389K | 0.38% | 51 |
|