Berman Capital Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $158K | Buy |
5,343
+1,005
| +23% | +$29.7K | 0.02% | 323 |
|
|
2021
Q2 | $138K | Buy |
4,338
+722
| +20% | +$23K | 0.02% | 304 |
|
|
2021
Q1 | $97K | Buy |
3,616
+1,478
| +69% | +$39.6K | 0.02% | 316 |
|
|
2020
Q4 | $46K | Sell |
2,138
-1,373
| -39% | -$29.5K | 0.01% | 427 |
|
|
2020
Q3 | $53K | Buy |
3,511
+417
| +13% | +$6.3K | 0.02% | 326 |
|
|
2020
Q2 | $56K | Buy |
3,094
+1,531
| +98% | +$27.7K | 0.01% | 307 |
|
|
2020
Q1 | $20K | Sell |
1,563
-508
| -25% | -$6.5K | 0.01% | 494 |
|
|
2019
Q4 | $83K | Buy |
2,071
+76
| +4% | +$3.05K | 0.02% | 252 |
|
|
2019
Q3 | $68K | Buy |
1,995
+140
| +8% | +$4.77K | 0.02% | 264 |
|
|
2019
Q2 | $73K | Sell |
1,855
-5,008
| -73% | -$197K | 0.02% | 248 |
|
|
2019
Q1 | $298K | Buy |
6,863
+5,980
| +677% | +$260K | 0.1% | 98 |
|
|
2018
Q4 | $31K | Buy |
+883
| New | +$31K | 0.01% | 313 |
|
|
2018
Q3 | – | Sell |
-3,652
| Closed | -$245K | – | 122 |
|
|
2018
Q2 | $245K | Sell |
3,652
-192
| -5% | -$12.9K | 0.09% | 100 |
|
|
2018
Q1 | $250K | Buy |
+3,844
| New | +$250K | 0.1% | 90 |
|