TriaGen Wealth Management’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 |
-6,486
| Closed | -$347K | – | 182 |
|
2022
Q4 | $347K | Buy |
+6,486
| New | +$347K | 0.19% | 120 |
|
2022
Q1 | – | Sell |
-9,200
| Closed | -$276K | – | 201 |
|
2021
Q4 | $276K | Hold |
9,200
| – | – | 0.14% | 149 |
|
2021
Q3 | $273K | Hold |
9,200
| – | – | 0.15% | 154 |
|
2021
Q2 | $265K | Sell |
9,200
-545
| -6% | -$15.7K | 0.14% | 160 |
|
2021
Q1 | $265K | Sell |
9,745
-55
| -0.6% | -$1.5K | 0.15% | 144 |
|
2020
Q4 | $214K | Buy |
+9,800
| New | +$214K | 0.13% | 162 |
|