Gupta 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $189K | Buy |
3,902
+1,681
| +76% | +$81.4K | 0.04% | 252 |
|
2015
Q4 | $102K | Hold |
2,221
| – | – | 0.03% | 317 |
|
2015
Q3 | $105K | Sell |
2,221
-1,063
| -32% | -$50.3K | 0.03% | 335 |
|
2015
Q2 | $187K | Sell |
3,284
-16
| -0.5% | -$911 | 0.05% | 262 |
|
2015
Q1 | $197K | Buy |
+3,300
| New | +$197K | 0.06% | 220 |
|