Klingman & Associates’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-477
| Closed | -$38K | – | 284 |
|
|
2016
Q3 | $38K | Hold |
477
| – | – | 0.01% | 203 |
|
|
2016
Q2 | $38K | Hold |
477
| – | – | 0.01% | 212 |
|
|
2016
Q1 | $35K | Sell |
477
-2,800
| -85% | -$205K | 0.01% | 216 |
|
|
2015
Q4 | $229K | Hold |
3,277
| – | – | 0.09% | 101 |
|
|
2015
Q3 | $226K | Buy |
3,277
+2,800
| +587% | +$193K | 0.09% | 98 |
|
|
2015
Q2 | $41K | Hold |
477
| – | – | 0.02% | 190 |
|
|
2015
Q1 | $40K | Hold |
477
| – | – | 0.02% | 186 |
|
|
2014
Q4 | $40K | Buy |
+477
| New | +$40K | 0.02% | 188 |
|