CWS
Cypress Wealth Services’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,721
| Closed | -$227K | – | 267 |
|
|
2019
Q2 | $227K | Buy |
5,721
+39
| +0.7% | +$1.55K | 0.07% | 228 |
|
|
2019
Q1 | $248K | Buy |
5,682
+42
| +0.7% | +$1.83K | 0.08% | 205 |
|
|
2018
Q4 | $204K | Sell |
5,640
-212
| -4% | -$7.67K | 0.08% | 198 |
|
|
2018
Q3 | $356K | Sell |
5,852
-86
| -1% | -$5.23K | 0.13% | 149 |
|
|
2018
Q2 | $398K | Sell |
5,938
-5
| -0.1% | -$335 | 0.15% | 136 |
|
|
2018
Q1 | $385K | Sell |
5,943
-95
| -2% | -$6.15K | 0.16% | 119 |
|
|
2017
Q4 | $407K | Buy |
+6,038
| New | +$407K | 0.17% | 121 |
|