McKinley Carter Wealth Services’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-2,375
| Closed | -$154K | – | 345 |
|
2018
Q1 | $154K | Buy |
+2,375
| New | +$154K | 0.05% | 176 |
|
2017
Q4 | – | Sell |
-4,058
| Closed | -$283K | – | 157 |
|
2017
Q3 | $283K | Sell |
4,058
-252
| -6% | -$17.6K | 0.11% | 125 |
|
2017
Q2 | $284K | Sell |
4,310
-462
| -10% | -$30.4K | 0.13% | 106 |
|
2017
Q1 | $373K | Buy |
4,772
+407
| +9% | +$31.8K | 0.17% | 86 |
|
2016
Q4 | $366K | Buy |
4,365
+7
| +0.2% | +$587 | 0.19% | 83 |
|
2016
Q3 | $343K | Buy |
4,358
+7
| +0.2% | +$551 | 0.18% | 85 |
|
2016
Q2 | $344K | Sell |
4,351
-296
| -6% | -$23.4K | 0.18% | 89 |
|
2016
Q1 | $343K | Buy |
4,647
+800
| +21% | +$59K | 0.19% | 91 |
|
2015
Q4 | $268K | Buy |
3,847
+181
| +5% | +$12.6K | 0.15% | 94 |
|
2015
Q3 | $253K | Sell |
3,666
-295
| -7% | -$20.4K | 0.16% | 93 |
|
2015
Q2 | $341K | Buy |
3,961
+683
| +21% | +$58.8K | 0.19% | 96 |
|
2015
Q1 | $274K | Sell |
3,278
-730
| -18% | -$61K | 0.18% | 94 |
|
2014
Q4 | $342K | Buy |
4,008
+1,248
| +45% | +$106K | 0.27% | 74 |
|
2014
Q3 | $281K | Buy |
2,760
+325
| +13% | +$33.1K | 0.27% | 73 |
|
2014
Q2 | $287K | Hold |
2,435
| – | – | 0.3% | 66 |
|
2014
Q1 | $237K | Sell |
2,435
-17
| -0.7% | -$1.66K | 0.26% | 81 |
|
2013
Q4 | $221K | Sell |
2,452
-199
| -8% | -$17.9K | 0.22% | 101 |
|
2013
Q3 | $234K | Buy |
+2,651
| New | +$234K | 0.28% | 75 |
|