Warther Private Wealth’s Schlumberger SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,706
Closed -$526K 71
2023
Q1
$526K Sell
10,706
-4,801
-31% -$236K 0.4% 46
2022
Q4
$829K Sell
15,507
-308
-2% -$16.5K 0.62% 41
2022
Q3
$568K Buy
15,815
+50
+0.3% +$1.8K 0.45% 48
2022
Q2
$562K Sell
15,765
-438
-3% -$15.6K 0.41% 64
2022
Q1
$676K Buy
16,203
+4,240
+35% +$177K 0.44% 64
2021
Q4
$379K Buy
11,963
+410
+4% +$13K 0.28% 83
2021
Q3
$351K Buy
11,553
+2,613
+29% +$79.4K 0.31% 81
2021
Q2
$296K Buy
+8,940
New +$296K 0.29% 83