EHWM
Eads & Heald Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,975
| Closed | -$321K | – | 128 |
|
|
2019
Q4 | $321K | Sell |
7,975
-2,175
| -21% | -$87.5K | 0.17% | 116 |
|
|
2019
Q3 | $347K | Sell |
10,150
-392
| -4% | -$13.4K | 0.19% | 112 |
|
|
2019
Q2 | $419K | Sell |
10,542
-8,765
| -45% | -$348K | 0.24% | 110 |
|
|
2019
Q1 | $841K | Buy |
19,307
+2,656
| +16% | +$116K | 0.49% | 86 |
|
|
2018
Q4 | $601K | Sell |
16,651
-4,143
| -20% | -$150K | 0.4% | 96 |
|
|
2018
Q3 | $1.27M | Buy |
20,794
+320
| +2% | +$19.5K | 0.73% | 66 |
|
|
2018
Q2 | $1.37M | Buy |
20,474
+440
| +2% | +$29.5K | 0.85% | 58 |
|
|
2018
Q1 | $1.3M | Sell |
20,034
-23
| -0.1% | -$1.49K | 0.82% | 60 |
|
|
2017
Q4 | $1.35M | Sell |
20,057
-2,457
| -11% | -$166K | 0.8% | 61 |
|
|
2017
Q3 | $1.57M | Buy |
22,514
+282
| +1% | +$19.7K | 0.98% | 47 |
|
|
2017
Q2 | $1.46M | Buy |
22,232
+650
| +3% | +$42.8K | 0.94% | 47 |
|
|
2017
Q1 | $1.69M | Buy |
21,582
+645
| +3% | +$50.4K | 1.09% | 38 |
|
|
2016
Q4 | $1.76M | Buy |
20,937
+307
| +1% | +$25.8K | 1.2% | 31 |
|
|
2016
Q3 | $1.62M | Sell |
20,630
-126
| -0.6% | -$9.91K | 1.12% | 36 |
|
|
2016
Q2 | $1.64M | Sell |
20,756
-28
| -0.1% | -$2.21K | 1.13% | 36 |
|
|
2016
Q1 | $1.53M | Buy |
20,784
+1,834
| +10% | +$135K | 1.06% | 40 |
|
|
2015
Q4 | $1.32M | Sell |
18,950
-522
| -3% | -$36.4K | 0.92% | 49 |
|
|
2015
Q3 | $1.34M | Sell |
19,472
-245
| -1% | -$16.9K | 0.96% | 44 |
|
|
2015
Q2 | $1.7M | Buy |
19,717
+366
| +2% | +$31.5K | 1.12% | 37 |
|
|
2015
Q1 | $1.62M | Sell |
19,351
-566
| -3% | -$47.2K | 1.04% | 40 |
|
|
2014
Q4 | $1.7M | Buy |
19,917
+505
| +3% | +$43.1K | 1.08% | 39 |
|
|
2014
Q3 | $1.97M | Sell |
19,412
-1,112
| -5% | -$113K | 1.34% | 22 |
|
|
2014
Q2 | $2.42M | Sell |
20,524
-2,308
| -10% | -$272K | 1.61% | 1 |
|
|
2014
Q1 | $2.23M | Buy |
22,832
+64
| +0.3% | +$6.24K | 1.46% | 15 |
|
|
2013
Q4 | $2.05M | Buy |
22,768
+258
| +1% | +$23.3K | 1.36% | 25 |
|
|
2013
Q3 | $1.99M | Sell |
22,510
-1,234
| -5% | -$109K | 1.42% | 16 |
|
|
2013
Q2 | $1.7M | Buy |
+23,744
| New | +$1.7M | 1.2% | 39 |
|