Capstone Financial Advisors’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
2014
Q4
Sell
-3,497
Closed -$266K 98
2014
Q3
$266K Sell
3,497
-545
-13% -$41.5K 0.16% 47
2014
Q2
$333K Sell
4,042
-672
-14% -$55.4K 0.23% 38
2014
Q1
$344K Hold
4,714
0.21% 34
2013
Q4
$336K Buy
+4,714
New +$336K 0.22% 34