LWCFA
RDS.B
Loring Wolcott & Coolidge Fiduciary Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-100
| Closed | -$6K | – | 633 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 559 |
|
|
2016
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 579 |
|
|
2015
Q4 | – | Sell |
-1,938
| Closed | -$111K | – | 686 |
|
|
2015
Q3 | $111K | Hold |
1,938
| – | – | ﹤0.01% | 346 |
|
|
2015
Q2 | $111K | Hold |
1,938
| – | – | ﹤0.01% | 346 |
|
|
2015
Q1 | $122K | Hold |
1,938
| – | – | ﹤0.01% | 345 |
|
|
2014
Q4 | $135K | Hold |
1,938
| – | – | ﹤0.01% | 323 |
|
|
2014
Q3 | $153K | Hold |
1,938
| – | – | ﹤0.01% | 300 |
|
|
2014
Q2 | $169K | Hold |
1,938
| – | – | ﹤0.01% | 291 |
|
|
2014
Q1 | $151K | Sell |
1,938
-281
| -13% | -$21.9K | ﹤0.01% | 294 |
|
|
2013
Q4 | $167K | Buy |
2,219
+281
| +14% | +$21.1K | ﹤0.01% | 273 |
|
|
2013
Q3 | $133K | Hold |
1,938
| – | – | ﹤0.01% | 278 |
|
|
2013
Q2 | $128K | Buy |
+1,938
| New | +$128K | ﹤0.01% | 297 |
|