MWM
Mission Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,462
| Closed | -$245K | – | 660 |
|
|
2024
Q1 | $245K | Buy |
+4,462
| New | +$245K | 0.01% | 558 |
|
|
2017
Q4 | – | Sell |
-2,959
| Closed | -$206K | – | 240 |
|
|
2017
Q3 | $206K | Sell |
2,959
-940
| -24% | -$65.4K | 0.04% | 183 |
|
|
2017
Q2 | $257K | Buy |
3,899
+56
| +1% | +$3.69K | 0.05% | 151 |
|
|
2017
Q1 | $300K | Sell |
3,843
-1,181
| -24% | -$92.2K | 0.06% | 130 |
|
|
2016
Q4 | $422K | Buy |
5,024
+1,193
| +31% | +$100K | 0.08% | 102 |
|
|
2016
Q3 | $301K | Sell |
3,831
-113
| -3% | -$8.88K | 0.07% | 120 |
|
|
2016
Q2 | $312K | Buy |
3,944
+90
| +2% | +$7.12K | 0.08% | 110 |
|
|
2016
Q1 | $284K | Buy |
3,854
+812
| +27% | +$59.8K | 0.08% | 110 |
|
|
2015
Q4 | $212K | Buy |
3,042
+85
| +3% | +$5.92K | 0.06% | 129 |
|
|
2015
Q3 | $204K | Buy |
2,957
+103
| +4% | +$7.11K | 0.06% | 127 |
|
|
2015
Q2 | $238K | Buy |
+2,854
| New | +$238K | 0.08% | 116 |
|