PWAG
Polaris Wealth Advisory Group’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-529,638
| Closed | -$13.2M | – | 199 |
|
|
2020
Q4 | $13.2M | Buy |
+529,638
| New | +$13.2M | 0.98% | 39 |
|
|
2020
Q1 | – | Sell |
-554,366
| Closed | -$21.5M | – | 171 |
|
|
2019
Q4 | $21.5M | Buy |
+554,366
| New | +$21.5M | 1.43% | 34 |
|
|
2018
Q4 | – | Sell |
-738
| Closed | -$45K | – | 401 |
|
|
2018
Q3 | $45K | Buy |
+738
| New | +$45K | ﹤0.01% | 259 |
|