WJWM
RDS.A

Williams Jones Wealth Management’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History

Williams Jones Wealth Management’s Portfolio RDS.A Stock Details RDS.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,073
Closed -$491K – 440
2020
Q1 		$491K Sell
14,073
-3,355
-19% -$117K 0.01% 228
2019
Q4 		$1.03M Sell
17,428
-5,125
-23% -$302K 0.02% 203
2019
Q3 		$1.33M Buy
+22,553
New +$1.33M 0.03% 179