Waverly Advisors’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $301K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $254K | Buy |
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|
2015
Q3 | $12K | Buy |
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|
2015
Q2 | $14K | Buy |
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|
2015
Q1 | $12K | Sell |
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|
2014
Q4 | $28K | Sell |
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|
2014
Q3 | $47K | Sell |
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|
2014
Q2 | $2.97M | Buy |
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|
2014
Q1 | $2.64M | Buy |
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|
2013
Q4 | $483K | Buy |
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|
2013
Q3 | $425K | Buy |
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|
2013
Q2 | $413K | Buy |
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