CWA
Cypress Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,764
| Closed | -$763K | – | 161 |
|
|
2017
Q1 | $763K | Sell |
9,764
-88
| -0.9% | -$6.88K | 0.35% | 66 |
|
|
2016
Q4 | $827K | Buy |
9,852
+474
| +5% | +$39.8K | 0.38% | 60 |
|
|
2016
Q3 | $737K | Buy |
9,378
+1,386
| +17% | +$109K | 0.33% | 67 |
|
|
2016
Q2 | $632K | Sell |
7,992
-563
| -7% | -$44.5K | 0.31% | 76 |
|
|
2016
Q1 | $631K | Buy |
8,555
+632
| +8% | +$46.6K | 0.29% | 75 |
|
|
2015
Q4 | $553K | Sell |
7,923
-290
| -4% | -$20.2K | 0.28% | 82 |
|
|
2015
Q3 | $566K | Buy |
8,213
+514
| +7% | +$35.4K | 0.31% | 71 |
|
|
2015
Q2 | $664K | Buy |
+7,699
| New | +$664K | 0.39% | 64 |
|