CWM
C2C Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-18,626
| Closed | -$1.07M | – | 208 |
|
|
2023
Q3 | $1.07M | Buy |
18,626
+1,300
| +8% | +$74.8K | 0.15% | 73 |
|
|
2023
Q2 | $974K | Sell |
17,326
-1,277
| -7% | -$71.8K | 0.13% | 84 |
|
|
2023
Q1 | $967K | Buy |
18,603
+5,602
| +43% | +$291K | 0.16% | 85 |
|
|
2022
Q4 | $752K | Sell |
13,001
-600
| -4% | -$34.7K | 0.13% | 76 |
|
|
2022
Q3 | $532K | Buy |
+13,601
| New | +$532K | 0.1% | 98 |
|