FMWA
RDS.B
Forvis Mazars Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,953
| Closed | -$202K | – | 257 |
|
|
2017
Q4 | $202K | Buy |
+2,953
| New | +$202K | 0.02% | 234 |
|
|
2015
Q1 | – | Sell |
-3,045
| Closed | -$212K | – | 191 |
|
|
2014
Q4 | $212K | Sell |
3,045
-50
| -2% | -$3.48K | 0.03% | 150 |
|
|
2014
Q3 | $245K | Buy |
3,095
+50
| +2% | +$3.96K | 0.04% | 122 |
|
|
2014
Q2 | $265K | Hold |
3,045
| – | – | 0.05% | 119 |
|
|
2014
Q1 | $238K | Hold |
3,045
| – | – | 0.04% | 144 |
|
|
2013
Q4 | $229K | Hold |
3,045
| – | – | 0.04% | 144 |
|
|
2013
Q3 | $210K | Hold |
3,045
| – | – | 0.04% | 140 |
|
|
2013
Q2 | $202K | Buy |
+3,045
| New | +$202K | 0.16% | 93 |
|