PWM
ParenteBeard Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $3K | Sell |
256
-3,544
| -93% | -$41.5K | 0.04% | 89 |
|
|
2014
Q3 | $386K | Buy |
3,800
+800
| +27% | +$81.3K | 0.16% | 74 |
|
|
2014
Q2 | $354K | Hold |
3,000
| – | – | 0.16% | 75 |
|
|
2014
Q1 | $293K | Hold |
3,000
| – | – | 0.15% | 79 |
|
|
2013
Q4 | $270K | Hold |
3,000
| – | – | 0.11% | 96 |
|
|
2013
Q3 | $265K | Hold |
3,000
| – | – | 0.13% | 82 |
|
|
2013
Q2 | $215K | Buy |
+3,000
| New | +$215K | 0.1% | 94 |
|