The Family Firm’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,336
| Closed | -$202K | – | 136 |
|
|
2017
Q3 | $202K | Buy |
+3,336
| New | +$202K | 0.08% | 123 |
|
|
2015
Q3 | – | Sell |
-3,691
| Closed | -$210K | – | 117 |
|
|
2015
Q2 | $210K | Hold |
3,691
| – | – | 0.11% | 100 |
|
|
2015
Q1 | $220K | Hold |
3,691
| – | – | 0.11% | 101 |
|
|
2014
Q4 | $247K | Buy |
+3,691
| New | +$247K | 0.13% | 85 |
|