IWP
Insight Wealth Partners’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-180
| Closed | -$3K | – | 54 |
|
|
2020
Q3 | $3K | Hold |
180
| – | – | ﹤0.01% | 49 |
|
|
2020
Q2 | $3K | Hold |
180
| – | – | ﹤0.01% | 39 |
|
|
2020
Q1 | $2K | Sell |
180
-13,300
| -99% | -$148K | ﹤0.01% | 35 |
|
|
2019
Q4 | $542K | Buy |
+13,480
| New | +$542K | 0.54% | 29 |
|