Bridgewater Wealth & Financial Management’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-4,573
| Closed | -$319K | – | 118 |
|
2015
Q4 | $319K | Sell |
4,573
-1,186
| -21% | -$82.7K | 0.12% | 68 |
|
2015
Q3 | $397K | Buy |
5,759
+310
| +6% | +$21.4K | 0.16% | 59 |
|
2015
Q2 | $470K | Hold |
5,449
| – | – | 0.2% | 53 |
|
2015
Q1 | $455K | Sell |
5,449
-172
| -3% | -$14.4K | 0.19% | 55 |
|
2014
Q4 | $480K | Buy |
+5,621
| New | +$480K | 0.2% | 63 |
|