Montecito Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,500
| Closed | -$82K | – | 387 |
|
|
2016
Q4 | $82K | Buy |
+1,500
| New | +$82K | 0.03% | 244 |
|
|
2014
Q4 | – | Sell |
-2,790
| Closed | -$212K | – | 168 |
|
|
2014
Q3 | $212K | Hold |
2,790
| – | – | 0.13% | 137 |
|
|
2014
Q2 | $230K | Hold |
2,790
| – | – | 0.14% | 127 |
|
|
2014
Q1 | $204K | Buy |
+2,790
| New | +$204K | 0.13% | 134 |
|