TA
TruWealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,219
| Closed | -$231K | – | 170 |
|
|
2024
Q1 | $231K | Sell |
4,219
-15
| -0.4% | -$822 | 0.02% | 151 |
|
|
2023
Q4 | $220K | Hold |
4,234
| – | – | 0.02% | 143 |
|
|
2023
Q3 | $247K | Hold |
4,234
| – | – | 0.02% | 129 |
|
|
2023
Q2 | $208K | Sell |
4,234
-350
| -8% | -$17.2K | 0.02% | 144 |
|
|
2023
Q1 | $225K | Buy |
4,584
+64
| +1% | +$3.14K | 0.02% | 137 |
|
|
2022
Q4 | $242K | Buy |
+4,520
| New | +$242K | 0.02% | 125 |
|