SWM
RDS.A
SVA Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-4,279
| Closed | -$244K | – | 213 |
|
|
2015
Q2 | $244K | Sell |
4,279
-497
| -10% | -$28.3K | 0.04% | 192 |
|
|
2015
Q1 | $285K | Buy |
4,776
+381
| +9% | +$22.7K | 0.05% | 182 |
|
|
2014
Q4 | $294K | Sell |
4,395
-6,288
| -59% | -$421K | 0.11% | 151 |
|
|
2014
Q3 | $813K | Sell |
10,683
-625
| -6% | -$47.6K | 0.35% | 69 |
|
|
2014
Q2 | $931K | Buy |
11,308
+54
| +0.5% | +$4.45K | 0.4% | 61 |
|
|
2014
Q1 | $822K | Buy |
11,254
+927
| +9% | +$67.7K | 0.39% | 64 |
|
|
2013
Q4 | $736K | Buy |
+10,327
| New | +$736K | 0.44% | 59 |
|