Phillips Wealth Planners’s Schlumberger SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-4,734
Closed -$284K 165
2023
Q3
$284K Buy
+4,734
New +$284K 0.38% 101
2023
Q2
Sell
-4,500
Closed -$221K 156
2023
Q1
$221K Buy
+4,500
New +$221K 0.29% 133