WFG Advisors’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
Q2 | $179K | Buy |
3,357
+123
| +4% | +$6.56K | 0.04% | 393 |
|
|
2017
Q1 | $171K | Sell |
3,234
-572
| -15% | -$30.2K | 0.05% | 365 |
|
|
2016
Q4 | $207K | Sell |
3,806
-1,476
| -28% | -$80.3K | 0.05% | 373 |
|
|
2016
Q3 | $264K | Buy |
5,282
+1,496
| +40% | +$74.8K | 0.07% | 302 |
|
|
2016
Q2 | $209K | Sell |
3,786
-330
| -8% | -$18.2K | 0.06% | 328 |
|
|
2016
Q1 | $199K | Buy |
4,116
+366
| +10% | +$17.7K | 0.06% | 304 |
|
|
2015
Q4 | $172K | Sell |
3,750
-154
| -4% | -$7.06K | 0.05% | 325 |
|
|
2015
Q3 | $185K | Buy |
3,904
+258
| +7% | +$12.2K | 0.06% | 310 |
|
|
2015
Q2 | $208K | Buy |
3,646
+87
| +2% | +$4.96K | 0.06% | 338 |
|
|
2015
Q1 | $212K | Sell |
3,559
-1,885
| -35% | -$112K | 0.06% | 336 |
|
|
2014
Q4 | $364K | Sell |
5,444
-660
| -11% | -$44.1K | 0.07% | 299 |
|
|
2014
Q3 | $465K | Buy |
6,104
+853
| +16% | +$65K | 0.09% | 269 |
|
|
2014
Q2 | $433K | Buy |
5,251
+128
| +2% | +$10.6K | 0.08% | 284 |
|
|
2014
Q1 | $374K | Sell |
5,123
-392
| -7% | -$28.6K | 0.08% | 293 |
|
|
2013
Q4 | $393K | Buy |
5,515
+191
| +4% | +$13.6K | 0.06% | 360 |
|
|
2013
Q3 | $350K | Buy |
5,324
+395
| +8% | +$26K | 0.05% | 359 |
|
|
2013
Q2 | $314K | Buy |
+4,929
| New | +$314K | 0.05% | 362 |
|