Wilson Kemp & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-5,300
| Closed | -$437K | – | 52 |
|
2014
Q2 | $437K | Sell |
5,300
-650
| -11% | -$53.6K | 1.57% | 25 |
|
2014
Q1 | $435K | Sell |
5,950
-1,100
| -16% | -$80.4K | 1.13% | 34 |
|
2013
Q4 | $502K | Buy |
7,050
+150
| +2% | +$10.7K | 0.96% | 37 |
|
2013
Q3 | $453K | Sell |
6,900
-10,025
| -59% | -$658K | 1% | 34 |
|
2013
Q2 | $1.08M | Buy |
+16,925
| New | +$1.08M | 1.03% | 31 |
|