Heritage Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-75
| Closed | -$4K | – | 447 |
|
|
2018
Q4 | $4K | Sell |
75
-75
| -50% | -$4K | ﹤0.01% | 372 |
|
|
2018
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 316 |
|
|
2018
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 296 |
|
|
2018
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 293 |
|
|
2017
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 286 |
|
|
2017
Q3 | $9K | Hold |
150
| – | – | ﹤0.01% | 288 |
|
|
2017
Q2 | $8K | Buy |
+150
| New | +$8K | ﹤0.01% | 266 |
|