Lehman Financial Resources’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$94K | – | 393 |
|
|
2015
Q3 | $94K | Sell |
2,000
-304
| -13% | -$14.3K | 0.05% | 101 |
|
|
2015
Q2 | $131K | Buy |
2,304
+1,104
| +92% | +$62.8K | 0.06% | 74 |
|
|
2015
Q1 | $72K | Buy |
1,200
+600
| +100% | +$36K | 0.03% | 127 |
|
|
2014
Q4 | $40K | Buy |
600
+400
| +200% | +$26.7K | 0.02% | 166 |
|
|
2014
Q3 | $15K | Hold |
200
| – | – | 0.01% | 270 |
|
|
2014
Q2 | $16K | Hold |
200
| – | – | 0.01% | 259 |
|
|
2014
Q1 | $15K | Hold |
200
| – | – | 0.01% | 254 |
|
|
2013
Q4 | $14K | Sell |
200
-3,500
| -95% | -$245K | 0.01% | 253 |
|
|
2013
Q3 | $243K | Buy |
3,700
+700
| +23% | +$46K | 0.16% | 52 |
|
|
2013
Q2 | $191K | Buy |
+3,000
| New | +$191K | 0.13% | 52 |
|