YWP
RDS.B
YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,512
| Closed | -$369K | – | 298 |
|
|
2021
Q4 | $369K | Sell |
8,512
-360
| -4% | -$15.6K | 0.08% | 208 |
|
|
2021
Q3 | $393K | Buy |
8,872
+707
| +9% | +$31.3K | 0.1% | 166 |
|
|
2021
Q2 | $317K | Buy |
8,165
+32
| +0.4% | +$1.24K | 0.08% | 196 |
|
|
2021
Q1 | $300K | Buy |
+8,133
| New | +$300K | 0.09% | 192 |
|
|
2020
Q1 | – | Sell |
-4,287
| Closed | -$257K | – | 188 |
|
|
2019
Q4 | $257K | Buy |
4,287
+73
| +2% | +$4.38K | 0.12% | 158 |
|
|
2019
Q3 | $252K | Sell |
4,214
-78
| -2% | -$4.66K | 0.13% | 150 |
|
|
2019
Q2 | $282K | Sell |
4,292
-362
| -8% | -$23.8K | 0.13% | 147 |
|
|
2019
Q1 | $298K | Sell |
4,654
-3,152
| -40% | -$202K | 0.14% | 136 |
|
|
2018
Q4 | $468K | Sell |
7,806
-406
| -5% | -$24.3K | 0.25% | 94 |
|
|
2018
Q3 | $588K | Sell |
8,212
-258
| -3% | -$18.5K | 0.27% | 87 |
|
|
2018
Q2 | $615K | Buy |
8,470
+1,742
| +26% | +$126K | 0.27% | 86 |
|
|
2018
Q1 | $470K | Buy |
6,728
+946
| +16% | +$66.1K | 0.22% | 99 |
|
|
2017
Q4 | $381K | Buy |
5,782
+1,173
| +25% | +$77.3K | 0.18% | 118 |
|
|
2017
Q3 | $288K | Buy |
4,609
+40
| +0.9% | +$2.5K | 0.15% | 136 |
|
|
2017
Q2 | $251K | Buy |
4,569
+125
| +3% | +$6.87K | 0.13% | 151 |
|
|
2017
Q1 | $239K | Sell |
4,444
-479
| -10% | -$25.8K | 0.13% | 150 |
|
|
2016
Q4 | $263K | Buy |
+4,923
| New | +$263K | 0.16% | 129 |
|