DWM
Doyle Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-830
| Closed | -$33K | – | 672 |
|
|
2019
Q2 | $33K | Buy |
+830
| New | +$33K | ﹤0.01% | 438 |
|
|
2019
Q1 | – | Sell |
-1,163
| Closed | -$42K | – | 654 |
|
|
2018
Q4 | $42K | Sell |
1,163
-175,966
| -99% | -$6.35M | 0.01% | 392 |
|
|
2018
Q3 | $10.8M | Buy |
177,129
+9,432
| +6% | +$575K | 1.68% | 23 |
|
|
2018
Q2 | $11.2M | Buy |
167,697
+4,197
| +3% | +$281K | 1.86% | 19 |
|
|
2018
Q1 | $10.6M | Buy |
163,500
+8,401
| +5% | +$544K | 1.78% | 23 |
|
|
2017
Q4 | $10.5M | Sell |
155,099
-34,882
| -18% | -$2.35M | 1.77% | 21 |
|
|
2017
Q3 | $13.3M | Buy |
189,981
+7,399
| +4% | +$516K | 2.32% | 15 |
|
|
2017
Q2 | $12M | Buy |
182,582
+98,264
| +117% | +$6.47M | 2.23% | 14 |
|
|
2017
Q1 | $6.59M | Buy |
+84,318
| New | +$6.59M | 1.34% | 29 |
|