JWM
RDS.A
Jacobus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,093
| Closed | -$125K | – | 323 |
|
|
2015
Q1 | $125K | Hold |
2,093
| – | – | 0.03% | 270 |
|
|
2014
Q4 | $140K | Buy |
2,093
+29
| +1% | +$1.94K | 0.04% | 247 |
|
|
2014
Q3 | $157K | Buy |
2,064
+83
| +4% | +$6.31K | 0.04% | 232 |
|
|
2014
Q2 | $163K | Sell |
1,981
-500
| -20% | -$41.1K | 0.04% | 242 |
|
|
2014
Q1 | $181K | Hold |
2,481
| – | – | 0.04% | 225 |
|
|
2013
Q4 | $177K | Buy |
+2,481
| New | +$177K | 0.05% | 224 |
|