MinichMacGregor Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-427
| Closed | -$29K | – | 564 |
|
|
2018
Q3 | $29K | Sell |
427
-9
| -2% | -$611 | 0.02% | 173 |
|
|
2018
Q2 | $29K | Buy |
436
+6
| +1% | +$399 | 0.02% | 172 |
|
|
2018
Q1 | $27K | Buy |
430
+356
| +481% | +$22.4K | 0.02% | 174 |
|
|
2017
Q4 | $4K | Buy |
74
+21
| +40% | +$1.14K | ﹤0.01% | 389 |
|
|
2017
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 389 |
|
|
2017
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 399 |
|
|
2017
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 390 |
|
|
2016
Q4 | $2K | Hold |
53
| – | – | ﹤0.01% | 389 |
|
|
2016
Q3 | $2K | Hold |
53
| – | – | ﹤0.01% | 388 |
|
|
2016
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 376 |
|
|
2016
Q1 | $2K | Hold |
53
| – | – | ﹤0.01% | 363 |
|
|
2015
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 321 |
|