Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,260
| Closed | -$119K | – | 1112 |
|
|
2016
Q3 | $119K | Sell |
2,260
-45
| -2% | -$2.37K | 0.04% | 296 |
|
|
2016
Q2 | $129K | Hold |
2,305
| – | – | 0.05% | 278 |
|
|
2016
Q1 | $113K | Sell |
2,305
-54
| -2% | -$2.65K | 0.05% | 264 |
|
|
2015
Q4 | $109K | Buy |
2,359
+78
| +3% | +$3.6K | 0.05% | 268 |
|
|
2015
Q3 | $108K | Sell |
2,281
-100
| -4% | -$4.74K | 0.05% | 261 |
|
|
2015
Q2 | $137K | Sell |
2,381
-190
| -7% | -$10.9K | 0.05% | 243 |
|
|
2015
Q1 | $161K | Buy |
+2,571
| New | +$161K | 0.07% | 220 |
|