Triad Financial Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,863
| Closed | -$474K | – | 114 |
|
|
2022
Q4 | $474K | Sell |
8,863
-1,361
| -13% | -$72.8K | 0.21% | 50 |
|
|
2022
Q3 | $367K | Sell |
10,224
-7
| -0.1% | -$251 | 0.2% | 60 |
|
|
2022
Q2 | $366K | Buy |
10,231
+46
| +0.5% | +$1.65K | 0.2% | 63 |
|
|
2022
Q1 | $421K | Buy |
10,185
+185
| +2% | +$7.65K | 0.23% | 58 |
|
|
2021
Q4 | $300K | Buy |
+10,000
| New | +$300K | 0.18% | 83 |
|