BerganKDV Wealth Management’s Schlumberger SLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$2.11K Sell
43
-184
-81% -$9.04K ﹤0.01% 684
2023
Q1
$11.1K Sell
227
-94
-29% -$4.61K ﹤0.01% 587
2022
Q4
$17.1K Buy
321
+186
+138% +$9.93K ﹤0.01% 511
2022
Q3
$5K Sell
135
-304
-69% -$11.3K ﹤0.01% 691
2022
Q2
$16K Hold
439
﹤0.01% 518
2022
Q1
$18K Buy
439
+8
+2% +$328 ﹤0.01% 526
2021
Q4
$13K Sell
431
-200
-32% -$6.03K ﹤0.01% 624
2021
Q3
$19K Sell
631
-305
-33% -$9.18K ﹤0.01% 536
2021
Q2
$30K Buy
936
+201
+27% +$6.44K ﹤0.01% 462
2021
Q1
$20K Hold
735
﹤0.01% 488
2020
Q4
$16K Sell
735
-52
-7% -$1.13K ﹤0.01% 508
2020
Q3
$12K Sell
787
-230
-23% -$3.51K ﹤0.01% 490
2020
Q2
$19K Sell
1,017
-453
-31% -$8.46K ﹤0.01% 462
2020
Q1
$20K Sell
1,470
-233
-14% -$3.17K ﹤0.01% 421
2019
Q4
$68K Buy
1,703
+118
+7% +$4.71K 0.01% 317
2019
Q3
$54K Buy
1,585
+250
+19% +$8.52K 0.01% 323
2019
Q2
$53K Sell
1,335
-1,000
-43% -$39.7K 0.01% 323
2019
Q1
$102K Sell
2,335
-4,093
-64% -$179K 0.02% 275
2018
Q4
$232K Buy
6,428
+2,166
+51% +$78.2K 0.05% 169
2018
Q3
$260K Buy
4,262
+110
+3% +$6.71K 0.06% 177
2018
Q2
$278K Buy
4,152
+112
+3% +$7.5K 0.06% 167
2018
Q1
$262K Buy
4,040
+1,064
+36% +$69K 0.07% 164
2017
Q4
$201K Sell
2,976
-1,975
-40% -$133K 0.05% 196
2017
Q3
$345K Buy
+4,951
New +$345K 0.09% 153