Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-513
| Closed | -$36K | – | 411 |
|
|
2018
Q2 | $36K | Buy |
513
+3
| +0.6% | +$211 | 0.01% | 208 |
|
|
2018
Q1 | $33K | Buy |
+510
| New | +$33K | 0.01% | 207 |
|
|
2017
Q4 | – | Sell |
-8
| Closed | – | – | 481 |
|
|
2017
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 434 |
|
|
2017
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 435 |
|
|
2017
Q1 | $1K | Sell |
8
-8
| -50% | -$1K | ﹤0.01% | 421 |
|
|
2016
Q4 | $2K | Buy |
16
+8
| +100% | +$1K | ﹤0.01% | 451 |
|
|
2016
Q3 | $0 | Sell |
8
-43
| -84% | – | ﹤0.01% | 465 |
|
|
2016
Q2 | $2K | Buy |
51
+43
| +538% | +$1.69K | ﹤0.01% | 378 |
|
|
2016
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 419 |
|