Clear Perspective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-970
| Closed | -$67K | – | 471 |
|
|
2018
Q2 | $67K | Hold |
970
| – | – | 0.05% | 228 |
|
|
2018
Q1 | $62K | Hold |
970
| – | – | 0.05% | 226 |
|
|
2017
Q4 | $65K | Buy |
970
+500
| +106% | +$33.5K | 0.05% | 218 |
|
|
2017
Q3 | $28K | Hold |
470
| – | – | 0.02% | 267 |
|
|
2017
Q2 | $25K | Hold |
470
| – | – | 0.02% | 275 |
|
|
2017
Q1 | $25K | Hold |
470
| – | – | 0.02% | 256 |
|
|
2016
Q4 | $26K | Buy |
+470
| New | +$26K | 0.02% | 253 |
|