SWA
Sutton Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $75.4K | Buy |
1,293
+115
| +10% | +$6.71K | 0.04% | 194 |
|
|
2023
Q2 | $57.9K | Buy |
1,178
+669
| +131% | +$32.9K | 0.03% | 209 |
|
|
2023
Q1 | $25K | Sell |
509
-30
| -6% | -$1.47K | 0.01% | 280 |
|
|
2022
Q4 | $28.8K | Hold |
539
| – | – | 0.01% | 564 |
|
|
2022
Q3 | $19.4K | Sell |
539
-9
| -2% | -$323 | 0.01% | 674 |
|
|
2022
Q2 | $19.6K | Buy |
548
+36
| +7% | +$1.29K | 0.01% | 686 |
|
|
2022
Q1 | $21.2K | Buy |
512
+20
| +4% | +$826 | 0.01% | 691 |
|
|
2021
Q4 | $14.7K | Sell |
492
-8
| -2% | -$240 | ﹤0.01% | 810 |
|
|
2021
Q3 | $14.8K | Buy |
500
+8
| +2% | +$237 | 0.01% | 786 |
|
|
2021
Q2 | $15.7K | Hold |
492
| – | – | 0.01% | 775 |
|
|
2021
Q1 | $13.4K | Buy |
492
+52
| +12% | +$1.41K | 0.01% | 786 |
|
|
2020
Q4 | $9.61K | Sell |
440
-189
| -30% | -$4.13K | ﹤0.01% | 819 |
|
|
2020
Q3 | $9.79K | Buy |
629
+197
| +46% | +$3.07K | ﹤0.01% | 746 |
|
|
2020
Q2 | $7.94K | Sell |
432
-472
| -52% | -$8.68K | ﹤0.01% | 760 |
|
|
2020
Q1 | $12.2K | Buy |
904
+104
| +13% | +$1.4K | 0.01% | 607 |
|
|
2019
Q4 | $32.2K | Sell |
800
-4
| -0.5% | -$161 | 0.02% | 434 |
|
|
2019
Q3 | $27.5K | Sell |
804
-11
| -1% | -$376 | 0.02% | 478 |
|
|
2019
Q2 | $32.4K | Sell |
815
-113
| -12% | -$4.49K | 0.02% | 429 |
|
|
2019
Q1 | $40.4K | Buy |
928
+347
| +60% | +$15.1K | 0.02% | 361 |
|
|
2018
Q4 | $21K | Buy |
581
+87
| +18% | +$3.14K | 0.01% | 509 |
|
|
2018
Q3 | $30.1K | Sell |
494
-1,438
| -74% | -$87.6K | 0.02% | 439 |
|
|
2018
Q2 | $130K | Sell |
1,932
-21
| -1% | -$1.41K | 0.09% | 176 |
|
|
2018
Q1 | $127K | Buy |
1,953
+7
| +0.4% | +$453 | 0.09% | 172 |
|
|
2017
Q4 | $131K | Hold |
1,946
| – | – | 0.1% | 170 |
|
|
2017
Q3 | $136K | Sell |
1,946
-43
| -2% | -$3K | 0.1% | 161 |
|
|
2017
Q2 | $131K | Buy |
1,989
+13
| +0.7% | +$856 | 0.1% | 170 |
|
|
2017
Q1 | $154K | Sell |
1,976
-3
| -0.2% | -$234 | 0.13% | 135 |
|
|
2016
Q4 | $166K | Hold |
1,979
| – | – | 0.15% | 118 |
|
|
2016
Q3 | $156K | Buy |
1,979
+30
| +2% | +$2.36K | 0.14% | 123 |
|
|
2016
Q2 | $154K | Buy |
1,949
+30
| +2% | +$2.37K | 0.15% | 121 |
|
|
2016
Q1 | $142K | Buy |
+1,919
| New | +$142K | 0.13% | 133 |
|