KMS Financial Services’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
2014
Q3
$452K Buy
5,718
+153
+3% +$12.1K 0.06% 289
2014
Q2
$484K Buy
5,565
+59
+1% +$5.13K 0.07% 280
2014
Q1
$430K Buy
5,506
+107
+2% +$8.36K 0.07% 292
2013
Q4
$405K Buy
5,399
+1,536
+40% +$115K 0.07% 313
2013
Q3
$266K Sell
3,863
-29
-0.7% -$2K 0.06% 320
2013
Q2
$258K Buy
+3,892
New +$258K 0.07% 295