WWM
Wagner Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,292
| Closed | -$484K | – | 272 |
|
|
2023
Q4 | $484K | Buy |
9,292
+264
| +3% | +$13.7K | 0.16% | 77 |
|
|
2023
Q3 | $526K | Buy |
9,028
+1,148
| +15% | +$66.9K | 0.19% | 70 |
|
|
2023
Q2 | $387K | Sell |
7,880
-196
| -2% | -$9.63K | 0.15% | 80 |
|
|
2023
Q1 | $397K | Buy |
8,076
+1,425
| +21% | +$70K | 0.18% | 80 |
|
|
2022
Q4 | $356K | Buy |
6,651
+2,412
| +57% | +$129K | 0.22% | 81 |
|
|
2022
Q3 | $152K | Hold |
4,239
| – | – | 0.11% | 117 |
|
|
2022
Q2 | $152K | Buy |
+4,239
| New | +$152K | 0.12% | 118 |
|
|
2018
Q3 | $31K | Buy |
+502
| New | +$31K | 0.02% | 297 |
|
|
2018
Q1 | – | Sell |
-797
| Closed | -$61K | – | 781 |
|
|
2017
Q4 | $61K | Buy |
+797
| New | +$61K | 0.05% | 206 |
|