LD
Lipe & Dalton’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,720
| Closed | -$371K | – | 76 |
|
|
2018
Q1 | $371K | Hold |
5,720
| – | – | 0.27% | 50 |
|
|
2017
Q4 | $385K | Sell |
5,720
-40
| -0.7% | -$2.69K | 0.27% | 48 |
|
|
2017
Q3 | $402K | Hold |
5,760
| – | – | 0.28% | 45 |
|
|
2017
Q2 | $379K | Sell |
5,760
-1,540
| -21% | -$101K | 0.25% | 51 |
|
|
2017
Q1 | $570K | Sell |
7,300
-1,000
| -12% | -$78.1K | 0.41% | 43 |
|
|
2016
Q4 | $697K | Hold |
8,300
| – | – | 0.5% | 44 |
|
|
2016
Q3 | $653K | Sell |
8,300
-490
| -6% | -$38.6K | 0.44% | 48 |
|
|
2016
Q2 | $695K | Hold |
8,790
| – | – | 0.48% | 46 |
|
|
2016
Q1 | $648K | Hold |
8,790
| – | – | 0.51% | 41 |
|
|
2015
Q4 | $613K | Buy |
8,790
+3,080
| +54% | +$215K | 0.5% | 40 |
|
|
2015
Q3 | $394K | Sell |
5,710
-375
| -6% | -$25.9K | 0.33% | 45 |
|
|
2015
Q2 | $524K | Sell |
6,085
-150
| -2% | -$12.9K | 0.38% | 44 |
|
|
2015
Q1 | $520K | Buy |
6,235
+200
| +3% | +$16.7K | 0.36% | 42 |
|
|
2014
Q4 | $515K | Buy |
+6,035
| New | +$515K | 0.34% | 44 |
|