Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-11,031
| Closed | -$703K | – | 332 |
|
|
2018
Q1 | $703K | Sell |
11,031
-155
| -1% | -$9.88K | 0.04% | 256 |
|
|
2017
Q4 | $746K | Buy |
+11,186
| New | +$746K | 0.08% | 210 |
|
|
2017
Q2 | – | Sell |
-10,084
| Closed | -$532K | – | 364 |
|
|
2017
Q1 | $532K | Sell |
10,084
-7,812
| -44% | -$412K | 0.06% | 153 |
|
|
2016
Q4 | $973K | Buy |
+17,896
| New | +$973K | 0.16% | 97 |
|
|
2015
Q1 | – | Sell |
-3,501
| Closed | -$234K | – | 172 |
|
|
2014
Q4 | $234K | Buy |
3,501
+533
| +18% | +$35.7K | 0.11% | 147 |
|
|
2014
Q3 | $226K | Sell |
2,968
-250
| -8% | -$19K | 0.12% | 118 |
|
|
2014
Q2 | $265K | Buy |
+3,218
| New | +$265K | 0.13% | 105 |
|