LWS
Lucia Wealth Services’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-14,123
| Closed | -$561K | – | 176 |
|
|
2019
Q2 | $561K | Sell |
14,123
-2,577
| -15% | -$102K | 0.19% | 79 |
|
|
2019
Q1 | $728K | Buy |
+16,700
| New | +$728K | 0.25% | 77 |
|
|
2018
Q4 | – | Sell |
-50,933
| Closed | -$3.1M | – | 209 |
|
|
2018
Q3 | $3.1M | Sell |
50,933
-3,710
| -7% | -$226K | 0.97% | 28 |
|
|
2018
Q2 | $3.66M | Buy |
54,643
+54,061
| +9,289% | +$3.62M | 1.6% | 16 |
|
|
2018
Q1 | $38K | Buy |
+582
| New | +$38K | 0.01% | 152 |
|