HC Financial Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-236
| Closed | -$6K | – | 361 |
|
2021
Q1 | $6K | Hold |
236
| – | – | ﹤0.01% | 290 |
|
2020
Q4 | $5K | Sell |
236
-111
| -32% | -$2.35K | ﹤0.01% | 306 |
|
2020
Q3 | $5K | Sell |
347
-259
| -43% | -$3.73K | ﹤0.01% | 317 |
|
2020
Q2 | $11K | Sell |
606
-3,072
| -84% | -$55.8K | 0.01% | 228 |
|
2020
Q1 | $50K | Buy |
+3,678
| New | +$50K | 0.04% | 107 |
|
2019
Q4 | – | Sell |
-26,378
| Closed | -$901K | – | 69 |
|
2019
Q3 | $901K | Buy |
26,378
+4,964
| +23% | +$170K | 0.77% | 52 |
|
2019
Q2 | $851K | Buy |
21,414
+1,167
| +6% | +$46.4K | 0.85% | 43 |
|
2019
Q1 | $882K | Buy |
+20,247
| New | +$882K | 0.93% | 42 |
|
2018
Q4 | – | Sell |
-24,373
| Closed | -$1.49M | – | 58 |
|
2018
Q3 | $1.49M | Buy |
24,373
+7,444
| +44% | +$454K | 1.31% | 33 |
|
2018
Q2 | $1.14M | Buy |
16,929
+1,187
| +8% | +$79.6K | 1.11% | 41 |
|
2018
Q1 | $1.02M | Sell |
15,742
-1,041
| -6% | -$67.5K | 1.01% | 43 |
|
2017
Q4 | $1.13M | Buy |
+16,783
| New | +$1.13M | 1.09% | 43 |
|