Stone Summit Wealth’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,960
| Closed | -$217K | – | 141 |
|
2024
Q1 | $217K | Sell |
3,960
-2,285
| -37% | -$125K | 0.08% | 137 |
|
2023
Q4 | $325K | Sell |
6,245
-622
| -9% | -$32.4K | 0.12% | 118 |
|
2023
Q3 | $400K | Buy |
6,867
+55
| +0.8% | +$3.21K | 0.17% | 106 |
|
2023
Q2 | $335K | Sell |
6,812
-123
| -2% | -$6.04K | 0.14% | 112 |
|
2023
Q1 | $341K | Sell |
6,935
-2,096
| -23% | -$103K | 0.15% | 109 |
|
2022
Q4 | $483K | Buy |
9,031
+563
| +7% | +$30.1K | 0.24% | 87 |
|
2022
Q3 | $304K | Buy |
8,468
+526
| +7% | +$18.9K | 0.19% | 103 |
|
2022
Q2 | $284K | Sell |
7,942
-395
| -5% | -$14.1K | 0.17% | 114 |
|
2022
Q1 | $350K | Sell |
8,337
-866
| -9% | -$36.4K | 0.2% | 107 |
|
2021
Q4 | $271K | Buy |
+9,203
| New | +$271K | 0.22% | 100 |
|