JWM
Jupiter Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,345
| Closed | -$1M | – | 90 |
|
|
2019
Q4 | $1M | Sell |
25,345
-39,464
| -61% | -$1.56M | 0.48% | 37 |
|
|
2019
Q3 | $2.22M | Sell |
64,809
-6,110
| -9% | -$209K | 1.18% | 28 |
|
|
2019
Q2 | $2.74M | Buy |
70,919
+460
| +0.7% | +$17.8K | 1.36% | 28 |
|
|
2019
Q1 | $3.21M | Buy |
+70,459
| New | +$3.21M | 1.55% | 28 |
|