EWM
RDS.A
Evercore Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-27,621
| Closed | -$1.31M | – | 1082 |
|
|
2015
Q3 | $1.31M | Sell |
27,621
-812
| -3% | -$38.5K | 0.06% | 159 |
|
|
2015
Q2 | $1.62M | Buy |
28,433
+758
| +3% | +$43.3K | 0.07% | 155 |
|
|
2015
Q1 | $1.65M | Buy |
27,675
+150
| +0.5% | +$8.96K | 0.08% | 153 |
|
|
2014
Q4 | $1.84M | Sell |
27,525
-16,890
| -38% | -$1.13M | 0.09% | 126 |
|
|
2014
Q3 | $3.38M | Buy |
44,415
+900
| +2% | +$68.6K | 0.17% | 111 |
|
|
2014
Q2 | $3.59M | Buy |
43,515
+3,859
| +10% | +$318K | 0.18% | 106 |
|
|
2014
Q1 | $2.9M | Sell |
39,656
-9,215
| -19% | -$673K | 0.16% | 116 |
|
|
2013
Q4 | $3.48M | Buy |
48,871
+8,815
| +22% | +$628K | 0.19% | 112 |
|
|
2013
Q3 | $2.63M | Sell |
40,056
-13,791
| -26% | -$906K | 0.15% | 143 |
|
|
2013
Q2 | $3.44M | Buy |
+53,847
| New | +$3.44M | 0.19% | 122 |
|