Broadleaf 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 |
-3,200
| Closed | -$208K | – | 58 |
|
|
2019
Q2 | $208K | Hold |
3,200
| – | – | 0.13% | 54 |
|
|
2019
Q1 | $200K | Buy |
+3,200
| New | +$200K | 0.14% | 50 |
|
|
2018
Q4 | – | Sell |
-3,200
| Closed | -$218K | – | 56 |
|
|
2018
Q3 | $218K | Hold |
3,200
| – | – | 0.15% | 50 |
|
|
2018
Q2 | $222K | Hold |
3,200
| – | – | 0.16% | 49 |
|
|
2018
Q1 | $204K | Hold |
3,200
| – | – | 0.16% | 50 |
|
|
2017
Q4 | $213K | Buy |
+3,200
| New | +$213K | 0.18% | 49 |
|