Integrated Wealth Counsel’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $175K | Hold |
2,084
| – | – | 0.38% | 32 |
|
|
2016
Q3 | $164K | Buy |
2,084
+189
| +10% | +$14.9K | 0.35% | 35 |
|
|
2016
Q2 | $150K | Hold |
1,895
| – | – | 0.35% | 29 |
|
|
2016
Q1 | $140K | Hold |
1,895
| – | – | 0.32% | 30 |
|
|
2015
Q4 | $132K | Hold |
1,895
| – | – | 0.21% | 33 |
|
|
2015
Q3 | $131K | Hold |
1,895
| – | – | 0.22% | 31 |
|
|
2015
Q2 | $163K | Hold |
1,895
| – | – | 0.23% | 30 |
|
|
2015
Q1 | $158K | Hold |
1,895
| – | – | 0.2% | 33 |
|
|
2014
Q4 | $162K | Hold |
1,895
| – | – | 0.19% | 32 |
|
|
2014
Q3 | $193K | Hold |
1,895
| – | – | 0.2% | 27 |
|
|
2014
Q2 | $224K | Sell |
1,895
-300
| -14% | -$35.5K | 0.18% | 36 |
|
|
2014
Q1 | $214K | Hold |
2,195
| – | – | 0.17% | 54 |
|
|
2013
Q4 | $198K | Buy |
2,195
+300
| +16% | +$27.1K | 0.15% | 60 |
|
|
2013
Q3 | $167K | Sell |
1,895
-210
| -10% | -$18.6K | 0.12% | 62 |
|
|
2013
Q2 | $151K | Buy |
+2,105
| New | +$151K | 0.11% | 70 |
|