Integrated Wealth Management’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $528K | Buy |
6,755
+546
| +9% | +$42.7K | 0.18% | 128 |
|
2016
Q4 | $521K | Sell |
6,209
-71
| -1% | -$5.96K | 0.19% | 129 |
|
2016
Q3 | $494K | Sell |
6,280
-36
| -0.6% | -$2.83K | 0.18% | 122 |
|
2016
Q2 | $499K | Sell |
6,316
-90
| -1% | -$7.11K | 0.19% | 112 |
|
2016
Q1 | $472K | Sell |
6,406
-261
| -4% | -$19.2K | 0.2% | 106 |
|
2015
Q4 | $465K | Sell |
6,667
-782
| -10% | -$54.5K | 0.2% | 100 |
|
2015
Q3 | $514K | Sell |
7,449
-269
| -3% | -$18.6K | 0.23% | 90 |
|
2015
Q2 | $665K | Sell |
7,718
-722
| -9% | -$62.2K | 0.26% | 82 |
|
2015
Q1 | $704K | Buy |
+8,440
| New | +$704K | 0.29% | 77 |
|