Rench Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,445
| Closed | -$298K | – | 49 |
|
|
2014
Q4 | $298K | Sell |
4,445
-175
| -4% | -$11.7K | 0.25% | 34 |
|
|
2014
Q3 | $352K | Hold |
4,620
| – | – | 0.3% | 34 |
|
|
2014
Q2 | $381K | Sell |
4,620
-320
| -6% | -$26.4K | 0.33% | 34 |
|
|
2014
Q1 | $361K | Sell |
4,940
-2,505
| -34% | -$183K | 0.34% | 33 |
|
|
2013
Q4 | $531K | Buy |
+7,445
| New | +$531K | 0.51% | 31 |
|