Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-208
| Closed | -$11K | – | 534 |
|
|
2016
Q4 | $11K | Hold |
208
| – | – | ﹤0.01% | 332 |
|
|
2016
Q3 | $10K | Buy |
+208
| New | +$10K | ﹤0.01% | 336 |
|
|
2016
Q1 | – | Sell |
-1,212
| Closed | -$56K | – | 502 |
|
|
2015
Q4 | $56K | Buy |
+1,212
| New | +$56K | 0.02% | 174 |
|
|
2014
Q2 | – | Sell |
-240
| Closed | -$18K | – | 433 |
|
|
2014
Q1 | $18K | Sell |
240
-35
| -13% | -$2.63K | 0.01% | 250 |
|
|
2013
Q4 | $20K | Hold |
275
| – | – | 0.01% | 225 |
|
|
2013
Q3 | $18K | Buy |
+275
| New | +$18K | 0.01% | 208 |
|