RFWA
RPg Family Wealth Advisory’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-77,855
| Closed | -$4.54M | – | 118 |
|
|
2023
Q3 | $4.54M | Buy |
+77,855
| New | +$4.54M | 1.87% | 22 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$13K | – | 282 |
|
|
2018
Q1 | $13K | Hold |
200
| – | – | 0.01% | 225 |
|
|
2017
Q4 | $13.5K | Buy |
+200
| New | +$13.5K | 0.01% | 240 |
|
|
2017
Q2 | – | Sell |
-45,900
| Closed | -$3.58M | – | 313 |
|
|
2017
Q1 | $3.58M | Buy |
45,900
+518
| +1% | +$40.5K | 2.96% | 16 |
|
|
2016
Q4 | $3.81M | Buy |
45,382
+44,927
| +9,874% | +$3.77M | 3.27% | 8 |
|
|
2016
Q3 | $35.8K | Sell |
455
-130
| -22% | -$10.2K | 0.03% | 141 |
|
|
2016
Q2 | $46.3K | Buy |
585
+251
| +75% | +$19.8K | 0.02% | 132 |
|
|
2016
Q1 | $24.6K | Buy |
334
+84
| +34% | +$6.2K | 0.02% | 171 |
|
|
2015
Q4 | $17.4K | Buy |
+250
| New | +$17.4K | 0.02% | 158 |
|