AWM
Aevitas Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-642
| Closed | -$27K | – | 298 |
|
|
2019
Q1 | $27K | Buy |
642
+7
| +1% | +$294 | 0.02% | 237 |
|
|
2018
Q4 | $23K | Sell |
635
-624
| -50% | -$22.6K | 0.02% | 243 |
|
|
2018
Q3 | $77K | Buy |
1,259
+9
| +0.7% | +$550 | 0.07% | 160 |
|
|
2018
Q2 | $84K | Buy |
1,250
+9
| +0.7% | +$605 | 0.08% | 144 |
|
|
2018
Q1 | $80K | Buy |
1,241
+8
| +0.6% | +$516 | 0.08% | 148 |
|
|
2017
Q4 | $83K | Buy |
+1,233
| New | +$83K | 0.08% | 149 |
|