BWM
RDS.B
Buckley Wealth Management’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
Q4 | – | Sell |
-8,757
| Closed | -$621K | – | 154 |
|
|
2018
Q3 | $621K | Sell |
8,757
-833
| -9% | -$59.1K | 0.27% | 78 |
|
|
2018
Q2 | $697K | Sell |
9,590
-3,985
| -29% | -$290K | 0.33% | 64 |
|
|
2018
Q1 | $890K | Sell |
13,575
-1,900
| -12% | -$125K | 0.44% | 46 |
|
|
2017
Q4 | $1.06M | Buy |
+15,475
| New | +$1.06M | 0.53% | 43 |
|