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Sax Wealth Advisors’s Schlumberger SLB Stock Holding History

Sax Wealth Advisors’s Portfolio SLB Stock Details SLB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,877
Closed -$247K – 336
2024
Q3 		$247K Sell
5,877
-1,288
-18% -$54K 0.02% 250
2024
Q2 		$338K Buy
+7,165
New +$338K 0.03% 192