CWM
CMH Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-46,825
| Closed | -$2.04M | – | 53 |
|
|
2019
Q1 | $2.04M | Buy |
+46,825
| New | +$2.04M | 1.24% | 37 |
|
|
2018
Q4 | – | Sell |
-27,645
| Closed | -$1.7M | – | 65 |
|
|
2018
Q3 | $1.7M | Buy |
+27,645
| New | +$1.7M | 0.89% | 44 |
|
|
2017
Q4 | – | Sell |
-16,020
| Closed | -$1.11M | – | 58 |
|
|
2017
Q3 | $1.11M | Sell |
16,020
-150
| -0.9% | -$10.4K | 0.82% | 41 |
|
|
2017
Q2 | $1.07M | Buy |
+16,170
| New | +$1.07M | 0.85% | 41 |
|