RSWM
Robertson Stephens Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,079
| Closed | -$224K | – | 528 |
|
|
2024
Q1 | $224K | Buy |
+4,079
| New | +$224K | 0.01% | 466 |
|
|
2022
Q4 | – | Sell |
-5,962
| Closed | -$215K | – | 432 |
|
|
2022
Q3 | $215K | Sell |
5,962
-1,271
| -18% | -$45.8K | 0.02% | 332 |
|
|
2022
Q2 | $259K | Buy |
7,233
+2,319
| +47% | +$83K | 0.02% | 313 |
|
|
2022
Q1 | $203K | Buy |
+4,914
| New | +$203K | 0.02% | 370 |
|