OAM
Occidental Asset Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-29,897
| Closed | -$1.2M | – | 163 |
|
|
2019
Q4 | $1.2M | Buy |
29,897
+3,388
| +13% | +$136K | 0.49% | 39 |
|
|
2019
Q3 | $906K | Buy |
26,509
+13,291
| +101% | +$454K | 0.38% | 54 |
|
|
2019
Q2 | $525K | Buy |
13,218
+5,873
| +80% | +$233K | 0.24% | 96 |
|
|
2019
Q1 | $320K | Buy |
+7,345
| New | +$320K | 0.15% | 121 |
|