AP
RDS.B
Appleton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,215
| Closed | -$234K | – | 266 |
|
|
2018
Q2 | $234K | Buy |
+3,215
| New | +$234K | 0.03% | 243 |
|
|
2016
Q1 | – | Sell |
-6,864
| Closed | -$316K | – | 216 |
|
|
2015
Q4 | $316K | Buy |
6,864
+969
| +16% | +$44.6K | 0.06% | 179 |
|
|
2015
Q3 | $280K | Buy |
+5,895
| New | +$280K | 0.06% | 176 |
|
|
2015
Q1 | – | Sell |
-3,009
| Closed | -$209K | – | 195 |
|
|
2014
Q4 | $209K | Hold |
3,009
| – | – | 0.05% | 176 |
|
|
2014
Q3 | $238K | Hold |
3,009
| – | – | 0.06% | 163 |
|
|
2014
Q2 | $262K | Sell |
3,009
-23
| -0.8% | -$2K | 0.06% | 154 |
|
|
2014
Q1 | $237K | Hold |
3,032
| – | – | 0.06% | 161 |
|
|
2013
Q4 | $228K | Hold |
3,032
| – | – | 0.05% | 156 |
|
|
2013
Q3 | $209K | Buy |
+3,032
| New | +$209K | 0.06% | 159 |
|