TWA
Tillar-Wenstrup Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-52,266
| Closed | -$2.1M | – | 42 |
|
|
2019
Q4 | $2.1M | Buy |
+52,266
| New | +$2.1M | 1.17% | 31 |
|
|
2017
Q3 | – | Sell |
-23,346
| Closed | -$1.54M | – | 47 |
|
|
2017
Q2 | $1.54M | Buy |
23,346
+348
| +2% | +$22.9K | 1.2% | 41 |
|
|
2017
Q1 | $1.8M | Sell |
22,998
-148
| -0.6% | -$11.6K | 1.37% | 42 |
|
|
2016
Q4 | $1.94M | Sell |
23,146
-594
| -3% | -$49.9K | 1.64% | 33 |
|
|
2016
Q3 | $1.87M | Buy |
23,740
+182
| +0.8% | +$14.3K | 1.71% | 34 |
|
|
2016
Q2 | $1.86M | Buy |
23,558
+330
| +1% | +$26.1K | 1.84% | 29 |
|
|
2016
Q1 | $1.7M | Sell |
23,228
-1,058
| -4% | -$77.3K | 1.94% | 31 |
|
|
2015
Q4 | $1.69M | Sell |
24,286
-289
| -1% | -$20.2K | 1.68% | 33 |
|
|
2015
Q3 | $1.7M | Buy |
24,575
+172
| +0.7% | +$11.9K | 1.7% | 38 |
|
|
2015
Q2 | $2.1M | Sell |
24,403
-406
| -2% | -$35K | 1.9% | 28 |
|
|
2015
Q1 | $2.07M | Buy |
24,809
+506
| +2% | +$42.2K | 2.02% | 31 |
|
|
2014
Q4 | $2.08M | Buy |
24,303
+530
| +2% | +$45.3K | 2.01% | 30 |
|
|
2014
Q3 | $2.42M | Sell |
23,773
-455
| -2% | -$46.3K | 2.23% | 15 |
|
|
2014
Q2 | $2.86M | Sell |
24,228
-875
| -3% | -$103K | 2.29% | 11 |
|
|
2014
Q1 | $2.45M | Buy |
25,103
+1,372
| +6% | +$134K | 2.23% | 14 |
|
|
2013
Q4 | $2.14M | Buy |
+23,731
| New | +$2.14M | 2.2% | 22 |
|