HWA
HCR Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,275
| Closed | -$249K | – | 215 |
|
|
2023
Q3 | $249K | Buy |
+4,275
| New | +$249K | 0.05% | 140 |
|
|
2019
Q3 | – | Sell |
-6,126
| Closed | -$243K | – | 163 |
|
|
2019
Q2 | $243K | Buy |
6,126
+535
| +10% | +$21.2K | 0.07% | 139 |
|
|
2019
Q1 | $244K | Sell |
5,591
-1,444
| -21% | -$63K | 0.07% | 152 |
|
|
2018
Q4 | $254K | Sell |
7,035
-414
| -6% | -$14.9K | 0.08% | 135 |
|
|
2018
Q3 | $420K | Buy |
7,449
+2,914
| +64% | +$164K | 0.14% | 108 |
|
|
2018
Q2 | $301K | Buy |
4,535
+597
| +15% | +$39.6K | 0.1% | 139 |
|
|
2018
Q1 | $255K | Buy |
3,938
+378
| +11% | +$24.5K | 0.09% | 144 |
|
|
2017
Q4 | $240K | Buy |
+3,560
| New | +$240K | 0.08% | 148 |
|