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 |
|