JDR
Jay D. Rosenbaum’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,788
| Closed | -$474K | – | 49 |
|
|
2019
Q4 | $474K | Sell |
11,788
-3,377
| -22% | -$136K | 0.84% | 45 |
|
|
2019
Q3 | $518K | Buy |
15,165
+100
| +0.7% | +$3.42K | 0.99% | 41 |
|
|
2019
Q2 | $598K | Sell |
15,065
-100
| -0.7% | -$3.97K | 1.13% | 39 |
|
|
2019
Q1 | $661K | Buy |
15,165
+5,005
| +49% | +$218K | 1.25% | 33 |
|
|
2018
Q4 | $367K | Sell |
10,160
-8,525
| -46% | -$308K | 0.78% | 46 |
|
|
2018
Q3 | $1.14M | Sell |
18,685
-75
| -0.4% | -$4.57K | 2.07% | 21 |
|
|
2018
Q2 | $1.26M | Buy |
18,760
+245
| +1% | +$16.4K | 2.48% | 16 |
|
|
2018
Q1 | $1.2M | Sell |
18,515
-175
| -0.9% | -$11.3K | 2.42% | 18 |
|
|
2017
Q4 | $1.26M | Buy |
18,690
+100
| +0.5% | +$6.74K | 2.32% | 18 |
|
|
2017
Q3 | $1.3M | Buy |
18,590
+585
| +3% | +$40.8K | 2.48% | 16 |
|
|
2017
Q2 | $1.19M | Buy |
18,005
+1,075
| +6% | +$70.8K | 2.35% | 20 |
|
|
2017
Q1 | $1.32M | Buy |
16,930
+875
| +5% | +$68.4K | 2.8% | 12 |
|
|
2016
Q4 | $1.35M | Buy |
16,055
+306
| +2% | +$25.7K | 3.13% | 11 |
|
|
2016
Q3 | $1.24M | Buy |
15,749
+50
| +0.3% | +$3.93K | 0.15% | 15 |
|
|
2016
Q2 | $1.24M | Buy |
15,699
+1,409
| +10% | +$111K | 0.18% | 15 |
|
|
2016
Q1 | $1.06M | Buy |
14,290
+4,520
| +46% | +$334K | 0.23% | 15 |
|
|
2015
Q4 | $681K | Buy |
9,770
+2,275
| +30% | +$159K | 0.19% | 24 |
|
|
2015
Q3 | $518K | Hold |
7,495
| – | – | 0.15% | 27 |
|
|
2015
Q2 | $646K | Hold |
7,495
| – | – | 0.14% | 27 |
|
|
2015
Q1 | $625K | Sell |
7,495
-300
| -4% | -$25K | 0.13% | 29 |
|
|
2014
Q4 | $666K | Buy |
+7,795
| New | +$666K | 0.15% | 26 |
|