Eagle Ridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,382
| Closed | -$230K | – | 179 |
|
|
2018
Q3 | $230K | Sell |
3,382
-800
| -19% | -$54.4K | 0.03% | 157 |
|
|
2018
Q2 | $290K | Hold |
4,182
| – | – | 0.04% | 141 |
|
|
2018
Q1 | $267K | Sell |
4,182
-252
| -6% | -$16.1K | 0.04% | 147 |
|
|
2017
Q4 | $296K | Sell |
4,434
-101
| -2% | -$6.74K | 0.05% | 142 |
|
|
2017
Q3 | $275K | Buy |
+4,535
| New | +$275K | 0.05% | 143 |
|