AOWM
Alpha Omega Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-600
| Closed | -$24K | – | 499 |
|
|
2019
Q2 | $24K | Hold |
600
| – | – | 0.01% | 338 |
|
|
2019
Q1 | $26K | Hold |
600
| – | – | 0.01% | 320 |
|
|
2018
Q4 | $22K | Sell |
600
-470
| -44% | -$17.2K | 0.01% | 295 |
|
|
2018
Q3 | $65K | Hold |
1,070
| – | – | 0.03% | 208 |
|
|
2018
Q2 | $72K | Buy |
1,070
+600
| +128% | +$40.4K | 0.04% | 198 |
|
|
2018
Q1 | $30K | Hold |
470
| – | – | 0.02% | 257 |
|
|
2017
Q4 | $32K | Sell |
470
-500
| -52% | -$34K | 0.02% | 252 |
|
|
2017
Q3 | $68K | Hold |
970
| – | – | 0.03% | 206 |
|
|
2017
Q2 | $64K | Hold |
970
| – | – | 0.03% | 211 |
|
|
2017
Q1 | $76K | Hold |
970
| – | – | 0.04% | 195 |
|
|
2016
Q4 | $81K | Buy |
+970
| New | +$81K | 0.04% | 191 |
|