Mount Yale Investment Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,225
Closed -$148K 861
2018
Q3
$148K Buy
2,225
+947
+74% +$63K 0.03% 334
2018
Q2
$93K Buy
1,278
+343
+37% +$25K 0.02% 486
2018
Q1
$61K Buy
+935
New +$61K 0.01% 581