Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $835K | Buy |
15,833
+675
| +4% | +$35.6K | 0.28% | 96 |
|
|
2016
Q4 | $824K | Sell |
15,158
-3,139
| -17% | -$171K | 0.31% | 89 |
|
|
2016
Q3 | $916K | Sell |
18,297
-123
| -0.7% | -$6.16K | 0.33% | 75 |
|
|
2016
Q2 | $1.02M | Sell |
18,420
-158
| -0.9% | -$8.72K | 0.39% | 60 |
|
|
2016
Q1 | $900K | Sell |
18,578
-98
| -0.5% | -$4.75K | 0.38% | 65 |
|
|
2015
Q4 | $855K | Buy |
18,676
+3,204
| +21% | +$147K | 0.37% | 66 |
|
|
2015
Q3 | $733K | Buy |
15,472
+181
| +1% | +$8.58K | 0.32% | 72 |
|
|
2015
Q2 | $872K | Buy |
15,291
+2,073
| +16% | +$118K | 0.34% | 65 |
|
|
2015
Q1 | $788K | Buy |
+13,218
| New | +$788K | 0.33% | 69 |
|