APWM
Atlas Private Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.27M | Buy |
23,213
+4,406
| +23% | +$241K | 0.53% | 65 |
|
|
2023
Q4 | $979K | Buy |
18,807
+739
| +4% | +$38.5K | 0.46% | 69 |
|
|
2023
Q3 | $1.05M | Buy |
18,068
+1,076
| +6% | +$62.7K | 0.57% | 63 |
|
|
2023
Q2 | $835K | Buy |
16,992
+3,283
| +24% | +$161K | 0.44% | 71 |
|
|
2023
Q1 | $673K | Buy |
13,709
+567
| +4% | +$27.8K | 0.4% | 79 |
|
|
2022
Q4 | $703K | Buy |
13,142
+1,886
| +17% | +$101K | 0.32% | 70 |
|
|
2022
Q3 | $404K | Buy |
11,256
+1,746
| +18% | +$62.7K | 0.29% | 83 |
|
|
2022
Q2 | $340K | Buy |
9,510
+602
| +7% | +$21.5K | 0.23% | 96 |
|
|
2022
Q1 | $368K | Buy |
8,908
+493
| +6% | +$20.4K | 0.21% | 102 |
|
|
2021
Q4 | $252K | Buy |
8,415
+626
| +8% | +$18.7K | 0.14% | 123 |
|
|
2021
Q3 | $231K | Buy |
+7,789
| New | +$231K | 0.14% | 112 |
|
|
2021
Q2 | – | Sell |
-4,783
| Closed | -$130K | – | 332 |
|
|
2021
Q1 | $130K | Buy |
4,783
+86
| +2% | +$2.34K | 0.08% | 143 |
|
|
2020
Q4 | $103K | Sell |
4,697
-1,837
| -28% | -$40.3K | 0.07% | 150 |
|
|
2020
Q3 | $102K | Sell |
6,534
-117
| -2% | -$1.83K | 0.08% | 145 |
|
|
2020
Q2 | $122K | Sell |
6,651
-97
| -1% | -$1.78K | 0.1% | 137 |
|
|
2020
Q1 | $91K | Buy |
6,748
+969
| +17% | +$13.1K | 0.08% | 150 |
|
|
2019
Q4 | $232K | Buy |
+5,779
| New | +$232K | 0.18% | 114 |
|