Waverly Advisors’s Royal Dutch Shell PLC ADS Class B RDS.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,920
| Closed | -$268K | – | 378 |
|
|
2017
Q4 | $268K | Buy |
3,920
+67
| +2% | +$4.58K | 0.04% | 203 |
|
|
2017
Q3 | $241K | Buy |
+3,853
| New | +$241K | 0.05% | 199 |
|
|
2015
Q4 | – | Sell |
-150
| Closed | -$7K | – | 416 |
|
|
2015
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 366 |
|
|
2015
Q2 | $9K | Hold |
150
| – | – | 0.01% | 283 |
|
|
2015
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 276 |
|
|
2014
Q4 | $10K | Sell |
150
-79
| -34% | -$5.27K | 0.01% | 318 |
|
|
2014
Q3 | $18K | Hold |
229
| – | – | 0.01% | 359 |
|
|
2014
Q2 | $20K | Hold |
229
| – | – | 0.01% | 336 |
|
|
2014
Q1 | $18K | Hold |
229
| – | – | 0.01% | 337 |
|
|
2013
Q4 | $17K | Buy |
+229
| New | +$17K | 0.01% | 490 |
|