Cyndeo Wealth Partners’s Schlumberger SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-29,561
Closed -$1.39M 461
2024
Q2
$1.39M Buy
29,561
+735
+3% +$34.7K 0.11% 187
2024
Q1
$1.58M Sell
28,826
-1,392
-5% -$76.3K 0.13% 167
2023
Q4
$1.57M Buy
30,218
+15,632
+107% +$813K 0.15% 160
2023
Q3
$850K Sell
14,586
-3,054
-17% -$178K 0.09% 185
2023
Q2
$866K Sell
17,640
-42,413
-71% -$2.08M 0.09% 178
2023
Q1
$2.95M Buy
+60,053
New +$2.95M 0.32% 97