Nelson Capital Management’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
Q4 | – | Sell |
-2,083
| Closed | -$123K | – | 305 |
|
|
2019
Q3 | $123K | Buy |
2,083
+2,000
| +2,410% | +$118K | 0.03% | 107 |
|
|
2019
Q2 | $5K | Hold |
83
| – | – | ﹤0.01% | 246 |
|
|
2019
Q1 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 226 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$24K | – | 284 |
|
|
2015
Q1 | $24K | Hold |
400
| – | – | 0.01% | 168 |
|
|
2014
Q4 | $27K | Hold |
400
| – | – | 0.01% | 158 |
|
|
2014
Q3 | $30K | Hold |
400
| – | – | 0.01% | 150 |
|
|
2014
Q2 | $33K | Hold |
400
| – | – | 0.01% | 140 |
|
|
2014
Q1 | $29K | Buy |
400
+399
| +39,900% | +$28.9K | 0.01% | 133 |
|
|
2013
Q4 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 236 |
|
|
2013
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 231 |
|