MSFP
Mark Sheptoff Financial Planning’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50
| Closed | -$2K | – | 403 |
|
|
2022
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 345 |
|
|
2022
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 390 |
|
|
2021
Q3 | – | Sell |
-300
| Closed | -$10K | – | 420 |
|
|
2021
Q2 | $10K | Buy |
+300
| New | +$10K | 0.01% | 329 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$6K | – | 354 |
|
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 320 |
|
|
2018
Q2 | $7K | Hold |
100
| – | – | 0.01% | 304 |
|
|
2018
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 324 |
|
|
2015
Q3 | – | Sell |
-4,616
| Closed | -$398K | – | 439 |
|
|
2015
Q2 | $398K | Sell |
4,616
-288
| -6% | -$24.8K | 0.32% | 72 |
|
|
2015
Q1 | $409K | Sell |
4,904
-499
| -9% | -$41.6K | 0.34% | 68 |
|
|
2014
Q4 | $462K | Sell |
5,403
-14,427
| -73% | -$1.23M | 0.41% | 60 |
|
|
2014
Q3 | $2.02M | Buy |
19,830
+5,127
| +35% | +$521K | 1.78% | 14 |
|
|
2014
Q2 | $1.73M | Buy |
14,703
+1,351
| +10% | +$159K | 1.48% | 18 |
|
|
2014
Q1 | $1.3M | Buy |
+13,352
| New | +$1.3M | 1.15% | 27 |
|