MWPCG
Measured Wealth Private Client Group’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,832
| Closed | -$351K | – | 193 |
|
|
2019
Q2 | $351K | Sell |
8,832
-3,006
| -25% | -$119K | 0.2% | 106 |
|
|
2019
Q1 | $516K | Buy |
+11,838
| New | +$516K | 0.32% | 63 |
|
|
2018
Q4 | – | Sell |
-5,743
| Closed | -$349K | – | 598 |
|
|
2018
Q3 | $349K | Buy |
5,743
+119
| +2% | +$7.23K | 0.21% | 87 |
|
|
2018
Q2 | $376K | Buy |
+5,624
| New | +$376K | 0.31% | 66 |
|