Financial Synergies Wealth Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,974
| Closed | -$163K | – | 400 |
|
|
2024
Q1 | $163K | Buy |
2,974
+2,960
| +21,143% | +$162K | 0.02% | 80 |
|
|
2023
Q4 | $749 | Sell |
14
-2,933
| -100% | -$157K | ﹤0.01% | 357 |
|
|
2023
Q3 | $172K | Buy |
2,947
+13
| +0.4% | +$758 | 0.02% | 69 |
|
|
2023
Q2 | $144K | Buy |
2,934
+1,620
| +123% | +$79.6K | 0.02% | 74 |
|
|
2023
Q1 | $64.5K | Buy |
1,314
+1,300
| +9,286% | +$63.8K | 0.01% | 101 |
|
|
2022
Q4 | $749 | Sell |
14
-3,168
| -100% | -$169K | ﹤0.01% | 357 |
|
|
2022
Q3 | $114K | Buy |
3,182
+122
| +4% | +$4.38K | 0.02% | 78 |
|
|
2022
Q2 | $109K | Buy |
+3,060
| New | +$109K | 0.02% | 82 |
|