LWM
RDS.B
Lyons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,419
| Closed | -$241K | – | 62 |
|
|
2017
Q2 | $241K | Buy |
+4,419
| New | +$241K | 0.34% | 46 |
|
|
2015
Q4 | – | Sell |
-2,760
| Closed | -$130K | – | 64 |
|
|
2015
Q3 | $130K | Hold |
2,760
| – | – | 0.17% | 43 |
|
|
2015
Q2 | $158K | Buy |
+2,760
| New | +$158K | 0.18% | 54 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 64 |
|
|
2014
Q4 | – | Sell |
-2,910
| Closed | -$230K | – | 72 |
|
|
2014
Q3 | $230K | Hold |
2,910
| – | – | 0.24% | 52 |
|
|
2014
Q2 | $252K | Hold |
2,910
| – | – | 0.22% | 55 |
|
|
2014
Q1 | $229K | Hold |
2,910
| – | – | 0.2% | 55 |
|
|
2013
Q4 | $219K | Buy |
+2,910
| New | +$219K | 0.21% | 51 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 83 |
|