9WM
9258 Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $265K | Hold |
6,319
| – | – | 0.04% | 289 |
|
|
2024
Q2 | $298K | Buy |
6,319
+434
| +7% | +$20.5K | 0.05% | 269 |
|
|
2024
Q1 | $323K | Buy |
5,885
+154
| +3% | +$8.44K | 0.05% | 260 |
|
|
2023
Q4 | $298K | Buy |
5,731
+41
| +0.7% | +$2.13K | 0.05% | 255 |
|
|
2023
Q3 | $332K | Buy |
5,690
+750
| +15% | +$43.7K | 0.06% | 232 |
|
|
2023
Q2 | $243K | Sell |
4,940
-8
| -0.2% | -$393 | 0.05% | 282 |
|
|
2023
Q1 | $243K | Sell |
4,948
-14
| -0.3% | -$687 | 0.05% | 279 |
|
|
2022
Q4 | $265K | Sell |
4,962
-2,173
| -30% | -$116K | 0.06% | 263 |
|
|
2022
Q3 | $256K | Sell |
7,135
-123
| -2% | -$4.41K | 0.07% | 266 |
|
|
2022
Q2 | $260K | Sell |
7,258
-327
| -4% | -$11.7K | 0.07% | 279 |
|
|
2022
Q1 | $313K | Sell |
7,585
-1,585
| -17% | -$65.4K | 0.07% | 267 |
|
|
2021
Q4 | $275K | Sell |
9,170
-159
| -2% | -$4.77K | 0.06% | 305 |
|
|
2021
Q3 | $277K | Sell |
9,329
-290
| -3% | -$8.61K | 0.07% | 276 |
|
|
2021
Q2 | $308K | Buy |
9,619
+1,508
| +19% | +$48.3K | 0.08% | 256 |
|
|
2021
Q1 | $221K | Buy |
+8,111
| New | +$221K | 0.07% | 293 |
|
|
2020
Q1 | – | Sell |
-11,133
| Closed | -$448K | – | 312 |
|
|
2019
Q4 | $448K | Buy |
11,133
+661
| +6% | +$26.6K | 0.16% | 163 |
|
|
2019
Q3 | $358K | Buy |
10,472
+867
| +9% | +$29.6K | 0.28% | 117 |
|
|
2019
Q2 | $382K | Sell |
9,605
-363
| -4% | -$14.4K | 0.31% | 110 |
|
|
2019
Q1 | $434K | Buy |
9,968
+1,394
| +16% | +$60.7K | 0.37% | 92 |
|
|
2018
Q4 | $309K | Buy |
+8,574
| New | +$309K | 0.3% | 111 |
|