Taylor Wealth Management Partners’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 |
-300
| Closed | -$17K | – | 122 |
|
2018
Q4 | $17K | Hold |
300
| – | – | 0.01% | 74 |
|
2018
Q3 | $20K | Hold |
300
| – | – | 0.01% | 86 |
|
2018
Q2 | $21K | Hold |
300
| – | – | 0.01% | 91 |
|
2018
Q1 | $19K | Hold |
300
| – | – | 0.01% | 91 |
|
2017
Q4 | $20K | Hold |
300
| – | – | 0.01% | 112 |
|
2017
Q3 | $18K | Hold |
300
| – | – | 0.01% | 115 |
|
2017
Q2 | $16K | Hold |
300
| – | – | 0.01% | 120 |
|
2017
Q1 | $16K | Hold |
300
| – | – | 0.01% | 121 |
|
2016
Q4 | $16K | Sell |
300
-100
| -25% | -$5.33K | 0.01% | 124 |
|
2016
Q3 | $20K | Hold |
400
| – | – | 0.01% | 109 |
|
2016
Q2 | $22K | Hold |
400
| – | – | 0.01% | 103 |
|
2016
Q1 | $19K | Hold |
400
| – | – | 0.01% | 102 |
|
2015
Q4 | $18K | Hold |
400
| – | – | 0.01% | 103 |
|
2015
Q3 | $19K | Hold |
400
| – | – | 0.01% | 102 |
|
2015
Q2 | $23K | Hold |
400
| – | – | 0.01% | 123 |
|
2015
Q1 | $24K | Buy |
+400
| New | +$24K | 0.01% | 108 |
|