WealthTrust Fairport’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
Q3 | – | Sell |
-550
| Closed | -$38K | – | 580 |
|
|
2018
Q2 | $38K | Hold |
550
| – | – | ﹤0.01% | 269 |
|
|
2018
Q1 | $35K | Buy |
+550
| New | +$35K | ﹤0.01% | 273 |
|
|
2015
Q1 | – | Sell |
-355
| Closed | -$24K | – | 414 |
|
|
2014
Q4 | $24K | Hold |
355
| – | – | ﹤0.01% | 250 |
|
|
2014
Q3 | $27K | Hold |
355
| – | – | ﹤0.01% | 192 |
|
|
2014
Q2 | $29K | Hold |
355
| – | – | ﹤0.01% | 182 |
|
|
2014
Q1 | $26K | Hold |
355
| – | – | ﹤0.01% | 180 |
|
|
2013
Q4 | $25K | Sell |
355
-13
| -4% | -$915 | ﹤0.01% | 162 |
|
|
2013
Q3 | $24K | Buy |
368
+13
| +4% | +$848 | ﹤0.01% | 196 |
|
|
2013
Q2 | $23K | Buy |
+355
| New | +$23K | ﹤0.01% | 188 |
|