Mark Sheptoff Financial Planning’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
Q3 | – | Sell |
-400
| Closed | -$23K | – | 454 |
|
|
2015
Q2 | $23K | Hold |
400
| – | – | 0.02% | 211 |
|
|
2015
Q1 | $24K | Sell |
400
-1,500
| -79% | -$90K | 0.02% | 206 |
|
|
2014
Q4 | $127K | Sell |
1,900
-4,154
| -69% | -$278K | 0.11% | 118 |
|
|
2014
Q3 | $461K | Buy |
6,054
+803
| +15% | +$61.1K | 0.41% | 66 |
|
|
2014
Q2 | $432K | Sell |
5,251
-1,096
| -17% | -$90.2K | 0.37% | 67 |
|
|
2014
Q1 | $464K | Buy |
+6,347
| New | +$464K | 0.41% | 64 |
|