EWM
RDS.A
Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,945
| Closed | -$351K | – | 162 |
|
|
2019
Q4 | $351K | Buy |
5,945
+100
| +2% | +$5.9K | 0.09% | 111 |
|
|
2019
Q3 | $344K | Sell |
5,845
-3,475
| -37% | -$205K | 0.09% | 102 |
|
|
2019
Q2 | $606K | Buy |
9,320
+1,400
| +18% | +$91K | 0.17% | 63 |
|
|
2019
Q1 | $496K | Buy |
7,920
+835
| +12% | +$52.3K | 0.14% | 73 |
|
|
2018
Q4 | $413K | Buy |
7,085
+800
| +13% | +$46.6K | 0.13% | 77 |
|
|
2018
Q3 | $428K | Sell |
6,285
-475
| -7% | -$32.3K | 0.13% | 85 |
|
|
2018
Q2 | $468K | Hold |
6,760
| – | – | 0.16% | 77 |
|
|
2018
Q1 | $431K | Buy |
+6,760
| New | +$431K | 0.15% | 79 |
|