AmeriServ Wealth Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,200
| Closed | -$273K | – | 117 |
|
|
2014
Q4 | $273K | Hold |
3,200
| – | – | 0.26% | 96 |
|
|
2014
Q3 | $325K | Hold |
3,200
| – | – | 0.56% | 68 |
|
|
2014
Q2 | $377K | Sell |
3,200
-2,300
| -42% | -$271K | 0.4% | 65 |
|
|
2014
Q1 | $536K | Sell |
5,500
-9,475
| -63% | -$923K | 0.54% | 56 |
|
|
2013
Q4 | $1.35M | Sell |
14,975
-200
| -1% | -$18K | 0.8% | 33 |
|
|
2013
Q3 | $1.34M | Sell |
15,175
-100
| -0.7% | -$8.84K | 0.85% | 32 |
|
|
2013
Q2 | $1.1M | Buy |
+15,275
| New | +$1.1M | 0.7% | 40 |
|