FWM
Frontier Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,399
| Closed | -$295K | – | 407 |
|
|
2018
Q2 | $295K | Buy |
4,399
+335
| +8% | +$22.5K | 0.04% | 291 |
|
|
2018
Q1 | $263K | Buy |
+4,064
| New | +$263K | 0.04% | 322 |
|
|
2017
Q4 | – | Sell |
-8,459
| Closed | -$590K | – | 393 |
|
|
2017
Q3 | $590K | Buy |
8,459
+230
| +3% | +$16K | 0.09% | 203 |
|
|
2017
Q2 | $542K | Buy |
8,229
+35
| +0.4% | +$2.31K | 0.08% | 211 |
|
|
2017
Q1 | $640K | Hold |
8,194
| – | – | 0.1% | 194 |
|
|
2016
Q4 | $688K | Buy |
8,194
+300
| +4% | +$25.2K | 0.11% | 184 |
|
|
2016
Q3 | $621K | Buy |
7,894
+700
| +10% | +$55.1K | 0.09% | 181 |
|
|
2016
Q2 | $569K | Sell |
7,194
-2,358
| -25% | -$187K | 0.09% | 189 |
|
|
2016
Q1 | $704K | Buy |
9,552
+24
| +0.3% | +$1.77K | 0.06% | 169 |
|
|
2015
Q4 | $665K | Buy |
9,528
+281
| +3% | +$19.6K | 0.11% | 167 |
|
|
2015
Q3 | $638K | Sell |
9,247
-417
| -4% | -$28.8K | 0.1% | 173 |
|
|
2015
Q2 | $833K | Buy |
9,664
+3,602
| +59% | +$310K | 0.13% | 148 |
|
|
2015
Q1 | $506K | Sell |
6,062
-3,476
| -36% | -$290K | 0.08% | 166 |
|
|
2014
Q4 | $815K | Buy |
+9,538
| New | +$815K | 0.15% | 98 |
|