KMWM
RDS.B
Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,719
| Closed | -$463K | – | 161 |
|
|
2019
Q4 | $463K | Sell |
7,719
-615
| -7% | -$36.9K | 0.32% | 87 |
|
|
2019
Q3 | $499K | Buy |
8,334
+2,471
| +42% | +$148K | 0.41% | 76 |
|
|
2019
Q2 | $335K | Sell |
5,863
-454
| -7% | -$25.9K | 0.29% | 96 |
|
|
2019
Q1 | $404K | Buy |
+6,317
| New | +$404K | 0.36% | 87 |
|