B. Riley Wealth Management’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-51,640
| Closed | -$697K | – | 544 |
|
|
2020
Q1 | $697K | Buy |
51,640
+978
| +2% | +$13.2K | 0.07% | 226 |
|
|
2019
Q4 | $2.04M | Sell |
50,662
-2,816
| -5% | -$113K | 0.31% | 76 |
|
|
2019
Q3 | $1.83M | Sell |
53,478
-2,244
| -4% | -$76.7K | 0.32% | 75 |
|
|
2019
Q2 | $2.21K | Sell |
55,722
-12,957
| -19% | -$515 | 0.34% | 62 |
|
|
2019
Q1 | $2.99M | Buy |
68,679
+11,653
| +20% | +$508K | 0.52% | 46 |
|
|
2018
Q4 | $2.06M | Buy |
57,026
+53,435
| +1,488% | +$1.93M | 0.43% | 53 |
|
|
2018
Q3 | $219K | Buy |
+3,591
| New | +$219K | 0.05% | 271 |
|
|
2015
Q3 | – | Sell |
-468
| Closed | -$40K | – | 646 |
|
|
2015
Q2 | $40K | Buy |
468
+301
| +180% | +$25.7K | 0.03% | 462 |
|
|
2015
Q1 | $13K | Sell |
167
-4,799
| -97% | -$374K | 0.01% | 711 |
|
|
2014
Q4 | $424K | Sell |
4,966
-2,900
| -37% | -$248K | 0.35% | 65 |
|
|
2014
Q3 | $799K | Buy |
7,866
+7,516
| +2,147% | +$763K | 0.59% | 33 |
|
|
2014
Q2 | $41K | Hold |
350
| – | – | 0.03% | 505 |
|
|
2014
Q1 | $34K | Buy |
+350
| New | +$34K | 0.03% | 524 |
|