CPA
Clear Perspective Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-400
| Closed | -$27K | – | 387 |
|
|
2018
Q2 | $27K | Hold |
400
| – | – | 0.02% | 294 |
|
|
2018
Q1 | $26K | Hold |
400
| – | – | 0.02% | 289 |
|
|
2017
Q4 | $27K | Hold |
400
| – | – | 0.02% | 272 |
|
|
2017
Q3 | $28K | Buy |
+400
| New | +$28K | 0.02% | 265 |
|
|
2017
Q2 | – | Sell |
-700
| Closed | -$55K | – | 226 |
|
|
2017
Q1 | $55K | Sell |
700
-8
| -1% | -$629 | 0.04% | 206 |
|
|
2016
Q4 | $59K | Buy |
+708
| New | +$59K | 0.04% | 194 |
|