Laird Norton Wetherby 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,432
| Closed | -$225K | – | 719 |
|
|
2019
Q2 | $225K | Sell |
3,432
-13
| -0.4% | -$852 | 0.02% | 617 |
|
|
2019
Q1 | $221K | Sell |
3,445
-2,316
| -40% | -$149K | 0.03% | 592 |
|
|
2018
Q4 | $346K | Sell |
5,761
-270
| -4% | -$16.2K | 0.05% | 419 |
|
|
2018
Q3 | $428K | Hold |
6,031
| – | – | 0.05% | 401 |
|
|
2018
Q2 | $438K | Hold |
6,031
| – | – | 0.06% | 376 |
|
|
2018
Q1 | $395K | Buy |
6,031
+28
| +0.5% | +$1.83K | 0.05% | 415 |
|
|
2017
Q4 | $410K | Sell |
6,003
-310
| -5% | -$21.2K | 0.06% | 400 |
|
|
2017
Q3 | $395K | Hold |
6,313
| – | – | 0.06% | 390 |
|
|
2017
Q2 | $344K | Hold |
6,313
| – | – | 0.06% | 398 |
|
|
2017
Q1 | $352K | Buy |
6,313
+209
| +3% | +$11.7K | 0.06% | 380 |
|
|
2016
Q4 | $354K | Buy |
6,104
+400
| +7% | +$23.2K | 0.07% | 362 |
|
|
2016
Q3 | $301K | Buy |
+5,704
| New | +$301K | 0.06% | 383 |
|
|
2015
Q3 | – | Sell |
-78
| Closed | -$4K | – | 512 |
|
|
2015
Q2 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 494 |
|