Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-273
| Closed | -$17K | – | 659 |
|
|
2019
Q1 | $17K | Buy |
273
+15
| +6% | +$934 | 0.01% | 454 |
|
|
2018
Q4 | $15K | Hold |
258
| – | – | 0.01% | 451 |
|
|
2018
Q3 | $16K | Hold |
258
| – | – | 0.01% | 459 |
|
|
2018
Q2 | $19K | Hold |
258
| – | – | 0.01% | 470 |
|
|
2018
Q1 | $17K | Hold |
258
| – | – | 0.01% | 454 |
|
|
2017
Q4 | $18K | Sell |
258
-579
| -69% | -$40.4K | 0.01% | 464 |
|
|
2017
Q3 | $52K | Buy |
837
+579
| +224% | +$36K | 0.02% | 327 |
|
|
2017
Q2 | $14K | Hold |
258
| – | – | 0.01% | 463 |
|
|
2017
Q1 | $14K | Hold |
258
| – | – | 0.01% | 475 |
|
|
2016
Q4 | $15K | Hold |
258
| – | – | 0.01% | 471 |
|
|
2016
Q3 | $14K | Hold |
258
| – | – | 0.01% | 479 |
|
|
2016
Q2 | $15K | Hold |
258
| – | – | 0.01% | 479 |
|
|
2016
Q1 | $12K | Hold |
258
| – | – | 0.01% | 504 |
|
|
2015
Q4 | $11K | Buy |
+258
| New | +$11K | ﹤0.01% | 521 |
|