Bernicke Wealth Management’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13,732
| Closed | -$598K | – | 49 |
|
|
2019
Q1 | $598K | Buy |
13,732
+1,497
| +12% | +$65.2K | 0.38% | 43 |
|
|
2018
Q4 | $441K | Buy |
12,235
+1,601
| +15% | +$57.7K | 0.3% | 44 |
|
|
2018
Q3 | $648K | Buy |
10,634
+1,207
| +13% | +$73.6K | 0.43% | 44 |
|
|
2018
Q2 | $632K | Buy |
9,427
+1,080
| +13% | +$72.4K | 0.44% | 44 |
|
|
2018
Q1 | $541K | Buy |
8,347
+1,066
| +15% | +$69.1K | 0.39% | 44 |
|
|
2017
Q4 | $491K | Buy |
7,281
+498
| +7% | +$33.6K | 0.37% | 46 |
|
|
2017
Q3 | $473K | Buy |
6,783
+1,157
| +21% | +$80.7K | 0.37% | 42 |
|
|
2017
Q2 | $370K | Buy |
5,626
+2,290
| +69% | +$151K | 0.29% | 47 |
|
|
2017
Q1 | $261K | Buy |
+3,336
| New | +$261K | 0.22% | 53 |
|