Marcum Wealth’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,569
| Closed | -$290K | – | 417 |
|
|
2023
Q4 | $290K | Sell |
5,569
-2,741
| -33% | -$143K | 0.03% | 260 |
|
|
2023
Q3 | $484K | Buy |
8,310
+564
| +7% | +$32.9K | 0.06% | 176 |
|
|
2023
Q2 | $380K | Sell |
7,746
-985
| -11% | -$48.4K | 0.04% | 212 |
|
|
2023
Q1 | $429K | Buy |
8,731
+1,291
| +17% | +$63.4K | 0.05% | 197 |
|
|
2022
Q4 | $398K | Buy |
7,440
+1,378
| +23% | +$73.7K | 0.05% | 195 |
|
|
2022
Q3 | $218K | Buy |
+6,062
| New | +$218K | 0.03% | 290 |
|