BSW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,462
| Closed | -$236K | – | 148 |
|
|
2018
Q3 | $236K | Hold |
3,462
| – | – | 0.09% | 116 |
|
|
2018
Q2 | $240K | Buy |
3,462
+275
| +9% | +$19.1K | 0.1% | 76 |
|
|
2018
Q1 | $203K | Hold |
3,187
| – | – | 0.09% | 78 |
|
|
2017
Q4 | $213K | Sell |
3,187
-216
| -6% | -$14.4K | 0.09% | 80 |
|
|
2017
Q3 | $206K | Buy |
+3,403
| New | +$206K | 0.09% | 80 |
|