PFWA
Paces Ferry Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,554
| Closed | -$226K | – | 121 |
|
|
2021
Q4 | $226K | Sell |
7,554
-1,447
| -16% | -$43.3K | 0.16% | 103 |
|
|
2021
Q3 | $267K | Buy |
9,001
+10
| +0.1% | +$297 | 0.21% | 96 |
|
|
2021
Q2 | $288K | Sell |
8,991
-27
| -0.3% | -$865 | 0.22% | 91 |
|
|
2021
Q1 | $245K | Buy |
+9,018
| New | +$245K | 0.21% | 102 |
|
|
2020
Q4 | – | Sell |
-5,692
| Closed | -$89K | – | 946 |
|
|
2020
Q3 | $89K | Buy |
+5,692
| New | +$89K | 0.08% | 170 |
|