Avantax Planning Partners’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,912
| Closed | -$177K | – | 1038 |
|
|
2018
Q3 | $177K | Buy |
+2,912
| New | +$177K | 0.01% | 257 |
|
|
2018
Q2 | – | Sell |
-4,235
| Closed | -$275K | – | 1267 |
|
|
2018
Q1 | $275K | Sell |
4,235
-629
| -13% | -$40.8K | 0.02% | 243 |
|
|
2017
Q4 | $328K | Sell |
4,864
-1,010
| -17% | -$68.1K | 0.03% | 217 |
|
|
2017
Q3 | $410K | Buy |
5,874
+840
| +17% | +$58.6K | 0.03% | 234 |
|
|
2017
Q2 | $331K | Buy |
5,034
+364
| +8% | +$23.9K | 0.03% | 239 |
|
|
2017
Q1 | $365K | Sell |
4,670
-245
| -5% | -$19.1K | 0.03% | 219 |
|
|
2016
Q4 | $413K | Buy |
+4,915
| New | +$413K | 0.04% | 185 |
|