River Wealth Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,767
| Closed | -$172K | – | 433 |
|
|
2018
Q4 | $172K | Sell |
4,767
-4,585
| -49% | -$165K | 0.08% | 157 |
|
|
2018
Q3 | $570K | Sell |
9,352
-1,829
| -16% | -$111K | 0.21% | 109 |
|
|
2018
Q2 | $749K | Sell |
11,181
-1,129
| -9% | -$75.6K | 0.29% | 95 |
|
|
2018
Q1 | $797K | Sell |
12,310
-589
| -5% | -$38.1K | 0.34% | 97 |
|
|
2017
Q4 | $869K | Sell |
12,899
-1,926
| -13% | -$130K | 0.36% | 95 |
|
|
2017
Q3 | $1.03M | Sell |
14,825
-1,228
| -8% | -$85.6K | 0.47% | 79 |
|
|
2017
Q2 | $1.06M | Sell |
16,053
-246
| -2% | -$16.2K | 0.49% | 74 |
|
|
2017
Q1 | $1.27M | Sell |
16,299
-527
| -3% | -$41.2K | 0.62% | 61 |
|
|
2016
Q4 | $1.41M | Sell |
16,826
-1,131
| -6% | -$95K | 0.72% | 54 |
|
|
2016
Q3 | $1.41M | Buy |
17,957
+303
| +2% | +$23.8K | 0.78% | 50 |
|
|
2016
Q2 | $1.4M | Buy |
17,654
+46
| +0.3% | +$3.64K | 0.8% | 43 |
|
|
2016
Q1 | $1.3M | Sell |
17,608
-150
| -0.8% | -$11.1K | 0.78% | 44 |
|
|
2015
Q4 | $1.24M | Buy |
17,758
+847
| +5% | +$59.1K | 0.78% | 44 |
|
|
2015
Q3 | $1.17M | Buy |
16,911
+2,758
| +19% | +$190K | 0.8% | 42 |
|
|
2015
Q2 | $1.22M | Buy |
14,153
+2,568
| +22% | +$221K | 0.78% | 52 |
|
|
2015
Q1 | $967K | Buy |
+11,585
| New | +$967K | 0.6% | 63 |
|