Merriman Wealth Management’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,319
| Closed | -$214K | – | 196 |
|
|
2019
Q4 | $214K | Buy |
+5,319
| New | +$214K | 0.04% | 167 |
|
|
2019
Q3 | – | Sell |
-5,536
| Closed | -$2.18K | – | 194 |
|
|
2019
Q2 | $2.18K | Buy |
5,536
+200
| +4% | +$79 | 0.04% | 170 |
|
|
2019
Q1 | $232K | Sell |
5,336
-2,980
| -36% | -$130K | 0.04% | 178 |
|
|
2018
Q4 | $325K | Buy |
8,316
+2,297
| +38% | +$89.8K | 0.07% | 114 |
|
|
2018
Q3 | $367K | Buy |
6,019
+100
| +2% | +$6.1K | 0.08% | 126 |
|
|
2018
Q2 | $397K | Sell |
5,919
-5,038
| -46% | -$338K | 0.09% | 122 |
|
|
2018
Q1 | $710K | Sell |
10,957
-29,346
| -73% | -$1.9M | 0.19% | 99 |
|
|
2017
Q4 | $2.72M | Sell |
40,303
-19,282
| -32% | -$1.3M | 0.66% | 38 |
|
|
2017
Q3 | $4.16M | Sell |
59,585
-5,235
| -8% | -$365K | 0.99% | 29 |
|
|
2017
Q2 | $4.27M | Buy |
64,820
+36,523
| +129% | +$2.4M | 1.19% | 28 |
|
|
2017
Q1 | $2.21M | Buy |
28,297
+14,086
| +99% | +$1.1M | 0.54% | 51 |
|
|
2016
Q4 | $1.19M | Sell |
14,211
-293
| -2% | -$24.6K | 0.33% | 67 |
|
|
2016
Q3 | $1.14M | Buy |
+14,504
| New | +$1.14M | 0.24% | 84 |
|