BTWM
Baker Tilly Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-23,247
| Closed | -$835K | – | 561 |
|
|
2022
Q3 | $835K | Sell |
23,247
-20
| -0.1% | -$718 | 0.11% | 197 |
|
|
2022
Q2 | $832K | Sell |
23,267
-513
| -2% | -$18.3K | 0.11% | 206 |
|
|
2022
Q1 | $982K | Sell |
23,780
-27,348
| -53% | -$1.13M | 0.11% | 202 |
|
|
2021
Q4 | $1.53M | Buy |
51,128
+9,380
| +22% | +$281K | 0.16% | 130 |
|
|
2021
Q3 | $1.24M | Buy |
41,748
+5,856
| +16% | +$174K | 0.16% | 127 |
|
|
2021
Q2 | $1.15M | Buy |
35,892
+13,267
| +59% | +$425K | 0.19% | 120 |
|
|
2021
Q1 | $615K | Buy |
+22,625
| New | +$615K | 0.13% | 201 |
|