Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,233
| Closed | -$276K | – | 962 |
|
|
2016
Q3 | $276K | Sell |
5,233
-183
| -3% | -$9.65K | 0.03% | 521 |
|
|
2016
Q2 | $307K | Buy |
5,416
+340
| +7% | +$19.3K | 0.04% | 455 |
|
|
2016
Q1 | $248K | Buy |
+5,076
| New | +$248K | 0.03% | 522 |
|
|
2015
Q2 | – | Sell |
-4,006
| Closed | -$230K | – | 720 |
|
|
2015
Q1 | $230K | Buy |
+4,006
| New | +$230K | 0.07% | 363 |
|