Mount Yale Investment Advisors’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
2019
Q1
Sell
-4,691
Closed -$293K 315
2018
Q4
$293K Sell
4,691
-1,109
-19% -$69.3K 0.06% 259
2018
Q3
$372K Sell
5,800
-9,795
-63% -$628K 0.07% 223
2018
Q2
$1.08M Buy
15,595
+8,597
+123% +$595K 0.2% 109
2018
Q1
$447K Buy
+6,998
New +$447K 0.1% 193