Catamount Wealth Management’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
Q1 | $34K | Sell |
550
-1,350
| -71% | -$83.5K | 0.02% | 100 |
|
|
2018
Q4 | $117K | Sell |
1,900
-1,000
| -34% | -$61.6K | 0.08% | 49 |
|
|
2018
Q3 | $198K | Hold |
2,900
| – | – | 0.09% | 47 |
|
|
2018
Q2 | $188K | Buy |
2,900
+1,000
| +53% | +$64.8K | 0.09% | 42 |
|
|
2018
Q1 | $121K | Buy |
1,900
+400
| +27% | +$25.5K | 0.06% | 50 |
|
|
2017
Q4 | $100K | Buy |
+1,500
| New | +$100K | 0.06% | 54 |
|