VWA
VERITY Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,601
| Closed | -$217K | – | 76 |
|
|
2024
Q2 | $217K | Hold |
4,601
| – | – | 0.16% | 71 |
|
|
2024
Q1 | $252K | Hold |
4,601
| – | – | 0.19% | 67 |
|
|
2023
Q4 | $239K | Hold |
4,601
| – | – | 0.21% | 64 |
|
|
2023
Q3 | $268K | Hold |
4,601
| – | – | 0.25% | 62 |
|
|
2023
Q2 | $226K | Hold |
4,601
| – | – | 0.2% | 65 |
|
|
2023
Q1 | $226K | Hold |
4,601
| – | – | 0.21% | 66 |
|
|
2022
Q4 | $246K | Buy |
+4,601
| New | +$246K | 0.24% | 62 |
|
|
2019
Q2 | – | Sell |
-4,601
| Closed | -$200K | – | 50 |
|
|
2019
Q1 | $200K | Buy |
+4,601
| New | +$200K | 0.2% | 50 |
|