YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,254
| Closed | -$82K | – | 720 |
|
|
2019
Q2 | $82K | Buy |
1,254
+300
| +31% | +$19.6K | 0.04% | 317 |
|
|
2019
Q1 | $60K | Sell |
954
-300
| -24% | -$18.9K | 0.03% | 343 |
|
|
2018
Q4 | $73K | Hold |
1,254
| – | – | 0.04% | 291 |
|
|
2018
Q3 | $87K | Sell |
1,254
-400
| -24% | -$27.8K | 0.04% | 304 |
|
|
2018
Q2 | $115K | Sell |
1,654
-2,203
| -57% | -$153K | 0.05% | 270 |
|
|
2018
Q1 | $263K | Hold |
3,857
| – | – | 0.12% | 156 |
|
|
2017
Q4 | $249K | Sell |
3,857
-1,137
| -23% | -$73.4K | 0.12% | 159 |
|
|
2017
Q3 | $303K | Buy |
4,994
+219
| +5% | +$13.3K | 0.16% | 129 |
|
|
2017
Q2 | $256K | Buy |
4,775
+2,840
| +147% | +$152K | 0.14% | 149 |
|
|
2017
Q1 | $101K | Buy |
1,935
+610
| +46% | +$31.8K | 0.05% | 263 |
|
|
2016
Q4 | $66K | Buy |
+1,325
| New | +$66K | 0.04% | 318 |
|