CWM
Cedar Wealth Management’s Schlumberger SLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-150
| Closed | -$7.08K | – | 299 |
|
2024
Q2 | $7.08K | Hold |
150
| – | – | ﹤0.01% | 247 |
|
2024
Q1 | $8.22K | Sell |
150
-50
| -25% | -$2.74K | ﹤0.01% | 263 |
|
2023
Q4 | $10.4K | Sell |
200
-50
| -20% | -$2.6K | ﹤0.01% | 223 |
|
2023
Q3 | $14.6K | Hold |
250
| – | – | 0.01% | 216 |
|
2023
Q2 | $12.3K | Hold |
250
| – | – | ﹤0.01% | 228 |
|
2023
Q1 | $12.3K | Sell |
250
-100
| -29% | -$4.91K | 0.01% | 225 |
|
2022
Q4 | $18.7K | Hold |
350
| – | – | 0.01% | 199 |
|
2022
Q3 | $13K | Hold |
350
| – | – | 0.01% | 238 |
|
2022
Q2 | $13K | Sell |
350
-273
| -44% | -$10.1K | 0.01% | 253 |
|
2022
Q1 | $26K | Hold |
623
| – | – | 0.01% | 229 |
|
2021
Q4 | $19K | Buy |
623
+100
| +19% | +$3.05K | 0.01% | 252 |
|
2021
Q3 | $16K | Hold |
523
| – | – | 0.01% | 216 |
|
2021
Q2 | $17K | Hold |
523
| – | – | 0.01% | 214 |
|
2021
Q1 | $14K | Hold |
523
| – | – | 0.01% | 201 |
|
2020
Q4 | $11K | Sell |
523
-765
| -59% | -$16.1K | 0.01% | 197 |
|
2020
Q3 | $20K | Sell |
1,288
-250
| -16% | -$3.88K | 0.01% | 165 |
|
2020
Q2 | $28K | Sell |
1,538
-10,695
| -87% | -$195K | 0.02% | 152 |
|
2020
Q1 | $165K | Buy |
12,233
+3,163
| +35% | +$42.7K | 0.11% | 88 |
|
2019
Q4 | $365K | Sell |
9,070
-620
| -6% | -$25K | 0.22% | 52 |
|
2019
Q3 | $331K | Buy |
9,690
+7,858
| +429% | +$268K | 0.22% | 48 |
|
2019
Q2 | $73K | Buy |
1,832
+1,000
| +120% | +$39.8K | 0.05% | 97 |
|
2019
Q1 | $36K | Hold |
832
| – | – | 0.02% | 113 |
|
2018
Q4 | $30K | Sell |
832
-101
| -11% | -$3.64K | 0.02% | 101 |
|
2018
Q3 | $57K | Hold |
933
| – | – | 0.03% | 87 |
|
2018
Q2 | $63K | Buy |
933
+101
| +12% | +$6.82K | 0.04% | 75 |
|
2018
Q1 | $54K | Hold |
832
| – | – | 0.03% | 86 |
|
2017
Q4 | $56K | Hold |
832
| – | – | 0.03% | 85 |
|
2017
Q3 | $58K | Hold |
832
| – | – | 0.03% | 87 |
|
2017
Q2 | $55K | Hold |
832
| – | – | 0.04% | 85 |
|
2017
Q1 | $65K | Hold |
832
| – | – | 0.04% | 76 |
|
2016
Q4 | $70K | Hold |
832
| – | – | 0.05% | 74 |
|
2016
Q3 | $65K | Hold |
832
| – | – | 0.04% | 60 |
|
2016
Q2 | $66K | Hold |
832
| – | – | 0.04% | 73 |
|
2016
Q1 | $61K | Hold |
832
| – | – | 0.04% | 60 |
|
2015
Q4 | $58K | Buy |
+832
| New | +$58K | 0.05% | 17 |
|