WealthTrust-Arizona’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $110K | Buy |
1,896
+157
| +9% | +$9.11K | 0.06% | 91 |
|
|
2018
Q3 | $118K | Sell |
1,739
-294
| -14% | -$19.9K | 0.06% | 91 |
|
|
2018
Q2 | $141K | Buy |
2,033
+69
| +4% | +$4.79K | 0.07% | 79 |
|
|
2018
Q1 | $125K | Hold |
1,964
| – | – | 0.07% | 84 |
|
|
2017
Q4 | $131K | Hold |
1,964
| – | – | 0.06% | 86 |
|
|
2017
Q3 | $119K | Buy |
1,964
+11
| +0.6% | +$666 | 0.06% | 87 |
|
|
2017
Q2 | $104K | Sell |
1,953
-176
| -8% | -$9.37K | 0.05% | 90 |
|
|
2017
Q1 | $112K | Hold |
2,129
| – | – | 0.06% | 83 |
|
|
2016
Q4 | $116K | Buy |
2,129
+144
| +7% | +$7.85K | 0.07% | 86 |
|
|
2016
Q3 | $99K | Sell |
1,985
-111
| -5% | -$5.54K | 0.06% | 94 |
|
|
2016
Q2 | $116K | Buy |
2,096
+195
| +10% | +$10.8K | 0.07% | 86 |
|
|
2016
Q1 | $92K | Buy |
1,901
+1,147
| +152% | +$55.5K | 0.06% | 93 |
|
|
2015
Q4 | $35K | Sell |
754
-90
| -11% | -$4.18K | 0.02% | 186 |
|
|
2015
Q3 | $40K | Buy |
844
+142
| +20% | +$6.73K | 0.02% | 172 |
|
|
2015
Q2 | $40K | Buy |
702
+148
| +27% | +$8.43K | 0.02% | 184 |
|
|
2015
Q1 | $33K | Buy |
554
+18
| +3% | +$1.07K | 0.02% | 203 |
|
|
2014
Q4 | $36K | Sell |
536
-10
| -2% | -$672 | 0.03% | 190 |
|
|
2014
Q3 | $42K | Hold |
546
| – | – | 0.05% | 183 |
|
|
2014
Q2 | $45K | Sell |
546
-331
| -38% | -$27.3K | 0.05% | 177 |
|
|
2014
Q1 | $64K | Hold |
877
| – | – | 0.07% | 135 |
|
|
2013
Q4 | $63K | Buy |
877
+21
| +2% | +$1.51K | 0.07% | 126 |
|
|
2013
Q3 | $56K | Sell |
856
-30
| -3% | -$1.96K | 0.07% | 127 |
|
|
2013
Q2 | $57K | Buy |
+886
| New | +$57K | 0.08% | 128 |
|