Beaumont Financial Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,684
| Closed | -$243K | – | 187 |
|
|
2017
Q2 | $243K | Sell |
3,684
-61,771
| -94% | -$4.07M | 0.03% | 162 |
|
|
2017
Q1 | $5.11M | Buy |
65,455
+41,244
| +170% | +$3.22M | 0.7% | 44 |
|
|
2016
Q4 | $2.03M | Buy |
+24,211
| New | +$2.03M | 0.31% | 71 |
|
|
2015
Q4 | – | Sell |
-2,599
| Closed | -$224K | – | 146 |
|
|
2015
Q3 | $224K | Hold |
2,599
| – | – | 0.03% | 124 |
|
|
2015
Q2 | $224K | Buy |
2,599
+144
| +6% | +$12.4K | 0.03% | 124 |
|
|
2015
Q1 | $205K | Hold |
2,455
| – | – | 0.01% | 143 |
|
|
2014
Q4 | $210K | Hold |
2,455
| – | – | 0.01% | 145 |
|
|
2014
Q3 | $250K | Hold |
2,455
| – | – | 0.02% | 144 |
|
|
2014
Q2 | $290K | Hold |
2,455
| – | – | 0.02% | 145 |
|
|
2014
Q1 | $239K | Buy |
+2,455
| New | +$239K | 0.02% | 121 |
|