EWM
RDS.B
Evercore 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,734
| Closed | -$130K | – | 1083 |
|
|
2015
Q3 | $130K | Sell |
2,734
-326
| -11% | -$15.5K | 0.01% | 451 |
|
|
2015
Q2 | $177K | Buy |
3,060
+234
| +8% | +$13.5K | 0.01% | 438 |
|
|
2015
Q1 | $176K | Buy |
2,826
+2,098
| +288% | +$131K | 0.01% | 442 |
|
|
2014
Q4 | $51K | Sell |
728
-1,762
| -71% | -$123K | ﹤0.01% | 550 |
|
|
2014
Q3 | $198K | Buy |
2,490
+98
| +4% | +$7.79K | 0.01% | 398 |
|
|
2014
Q2 | $209K | Buy |
+2,392
| New | +$209K | 0.01% | 380 |
|