CWA
RDS.A
Cypress Wealth Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-15,683
| Closed | -$827K | – | 190 |
|
|
2017
Q1 | $827K | Buy |
15,683
+280
| +2% | +$14.8K | 0.38% | 59 |
|
|
2016
Q4 | $838K | Buy |
15,403
+284
| +2% | +$15.5K | 0.38% | 59 |
|
|
2016
Q3 | $757K | Buy |
15,119
+1,083
| +8% | +$54.2K | 0.34% | 63 |
|
|
2016
Q2 | $775K | Buy |
14,036
+114
| +0.8% | +$6.3K | 0.38% | 61 |
|
|
2016
Q1 | $675K | Buy |
13,922
+6,944
| +100% | +$337K | 0.31% | 66 |
|
|
2015
Q4 | $320K | Buy |
+6,978
| New | +$320K | 0.16% | 117 |
|