Kovitz Investment Group’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $517K | Sell |
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|
2015
Q3 | $540K | Sell |
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|
2015
Q2 | $700K | Sell |
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|
2015
Q1 | $747K | Sell |
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|
2014
Q4 | $884K | Hold |
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|
2014
Q3 | $1M | Hold |
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|
2014
Q2 | $1.09M | Sell |
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|
2014
Q1 | $889K | Buy |
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|
2013
Q4 | $937K | Sell |
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|
2013
Q3 | $903K | Hold |
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|
2013
Q2 | $877K | Buy |
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