TW
Transform Wealth’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-97,331
| Closed | -$5.7M | – | 254 |
|
|
2023
Q3 | $5.7M | Buy |
97,331
+2,752
| +3% | +$161K | 0.6% | 57 |
|
|
2023
Q2 | $4.67M | Buy |
94,579
+21,984
| +30% | +$1.09M | 0.42% | 82 |
|
|
2023
Q1 | $3.58M | Buy |
+72,595
| New | +$3.58M | 0.34% | 84 |
|
|
2017
Q1 | – | Sell |
-2,421
| Closed | -$203K | – | 228 |
|
|
2016
Q4 | $203K | Buy |
+2,421
| New | +$203K | 0.08% | 196 |
|
|
2016
Q3 | – | Sell |
-2,571
| Closed | -$203K | – | 214 |
|
|
2016
Q2 | $203K | Buy |
+2,571
| New | +$203K | 0.09% | 203 |
|