Valley Wealth Managers’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-330
| Closed | -$15.6K | – | 449 |
|
2024
Q2 | $15.6K | Buy |
+330
| New | +$15.6K | ﹤0.01% | 277 |
|
2018
Q3 | – | Sell |
-24,290
| Closed | -$1.63M | – | 121 |
|
2018
Q2 | $1.63M | Sell |
24,290
-673
| -3% | -$45.1K | 0.2% | 70 |
|
2018
Q1 | $1.62M | Buy |
24,963
+2,722
| +12% | +$176K | 0.2% | 77 |
|
2017
Q4 | $1.5M | Sell |
22,241
-5,795
| -21% | -$391K | 0.18% | 79 |
|
2017
Q3 | $1.96M | Buy |
28,036
+910
| +3% | +$63.5K | 0.25% | 57 |
|
2017
Q2 | $1.79M | Sell |
27,126
-172
| -0.6% | -$11.3K | 0.24% | 58 |
|
2017
Q1 | $2.13M | Buy |
27,298
+3,882
| +17% | +$303K | 0.28% | 57 |
|
2016
Q4 | $1.97M | Sell |
23,416
-932
| -4% | -$78.2K | 0.28% | 54 |
|
2016
Q3 | $1.92M | Buy |
24,348
+2,845
| +13% | +$224K | 0.28% | 55 |
|
2016
Q2 | $1.7M | Buy |
21,503
+6,185
| +40% | +$489K | 0.26% | 59 |
|
2016
Q1 | $1.13M | Buy |
15,318
+1,525
| +11% | +$112K | 0.19% | 69 |
|
2015
Q4 | $962K | Buy |
+13,793
| New | +$962K | 0.17% | 76 |
|