HPWM
Highland Private Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,906
| Closed | -$319K | – | 133 |
|
|
2022
Q3 | $319K | Buy |
8,906
+492
| +6% | +$17.6K | 0.05% | 120 |
|
|
2022
Q2 | $301K | Buy |
+8,414
| New | +$301K | 0.05% | 128 |
|
|
2019
Q3 | – | Sell |
-5,078
| Closed | -$202K | – | 131 |
|
|
2019
Q2 | $202K | Buy |
+5,078
| New | +$202K | 0.06% | 122 |
|
|
2017
Q4 | – | Sell |
-3,288
| Closed | -$229K | – | 101 |
|
|
2017
Q3 | $229K | Buy |
+3,288
| New | +$229K | 0.1% | 84 |
|
|
2017
Q2 | – | Sell |
-3,321
| Closed | -$260K | – | 90 |
|
|
2017
Q1 | $260K | Buy |
3,321
+81
| +3% | +$6.34K | 0.13% | 60 |
|
|
2016
Q4 | $272K | Buy |
3,240
+249
| +8% | +$20.9K | 0.14% | 58 |
|
|
2016
Q3 | $235K | Sell |
2,991
-27
| -0.9% | -$2.12K | 0.12% | 61 |
|
|
2016
Q2 | $239K | Buy |
+3,018
| New | +$239K | 0.13% | 63 |
|