AWM
Aries Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,258
| Closed | -$221K | – | 233 |
|
|
2024
Q3 | $221K | Hold |
5,258
| – | – | 0.06% | 212 |
|
|
2024
Q2 | $248K | Hold |
5,258
| – | – | 0.08% | 181 |
|
|
2024
Q1 | $288K | Buy |
5,258
+1
| +0% | +$55 | 0.09% | 169 |
|
|
2023
Q4 | $274K | Sell |
5,257
-390
| -7% | -$20.3K | 0.1% | 164 |
|
|
2023
Q3 | $336K | Hold |
5,647
| – | – | 0.13% | 137 |
|
|
2023
Q2 | $277K | Hold |
5,647
| – | – | 0.11% | 155 |
|
|
2023
Q1 | $277K | Hold |
5,647
| – | – | 0.11% | 153 |
|
|
2022
Q4 | $302K | Hold |
5,647
| – | – | 0.13% | 146 |
|
|
2022
Q3 | $294K | Hold |
5,647
| – | – | 0.13% | 142 |
|
|
2022
Q2 | $202K | Buy |
+5,647
| New | +$202K | 0.09% | 168 |
|
|
2020
Q1 | – | Sell |
-6,942
| Closed | -$283K | – | 153 |
|
|
2019
Q4 | $283K | Hold |
6,942
| – | – | 0.17% | 118 |
|
|
2019
Q3 | $225K | Sell |
6,942
-217
| -3% | -$7.03K | 0.15% | 133 |
|
|
2019
Q2 | $283K | Sell |
7,159
-137
| -2% | -$5.42K | 0.2% | 114 |
|
|
2019
Q1 | $318K | Buy |
+7,296
| New | +$318K | 0.24% | 96 |
|
|
2018
Q4 | – | Sell |
-4,155
| Closed | -$253K | – | 129 |
|
|
2018
Q3 | $253K | Sell |
4,155
-32
| -0.8% | -$1.95K | 0.23% | 100 |
|
|
2018
Q2 | $283K | Sell |
4,187
-129
| -3% | -$8.72K | 0.26% | 93 |
|
|
2018
Q1 | $288K | Sell |
4,316
-38
| -0.9% | -$2.54K | 0.28% | 92 |
|
|
2017
Q4 | $333K | Buy |
+4,354
| New | +$333K | 0.31% | 86 |
|