WA
Wealth Architects’s Schlumberger SLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-5,485
| Closed | -$334K | – | 141 |
|
2018
Q3 | $334K | Buy |
5,485
+137
| +3% | +$8.34K | 0.1% | 90 |
|
2018
Q2 | $358K | Sell |
5,348
-16
| -0.3% | -$1.07K | 0.12% | 73 |
|
2018
Q1 | $348K | Sell |
5,364
-583
| -10% | -$37.8K | 0.12% | 74 |
|
2017
Q4 | $401K | Sell |
5,947
-38
| -0.6% | -$2.56K | 0.13% | 74 |
|
2017
Q3 | $418K | Sell |
5,985
-19
| -0.3% | -$1.33K | 0.15% | 71 |
|
2017
Q2 | $395K | Buy |
6,004
+2,001
| +50% | +$132K | 0.15% | 74 |
|
2017
Q1 | $313K | Buy |
4,003
+13
| +0.3% | +$1.02K | 0.12% | 83 |
|
2016
Q4 | $335K | Sell |
3,990
-509
| -11% | -$42.7K | 0.15% | 79 |
|
2016
Q3 | $353K | Buy |
4,499
+2
| +0% | +$157 | 0.16% | 74 |
|
2016
Q2 | $355K | Sell |
4,497
-354
| -7% | -$27.9K | 0.17% | 79 |
|
2016
Q1 | $358K | Sell |
4,851
-426
| -8% | -$31.4K | 0.18% | 73 |
|
2015
Q4 | $368K | Sell |
5,277
-10
| -0.2% | -$697 | 0.18% | 78 |
|
2015
Q3 | $365K | Sell |
5,287
-1,330
| -20% | -$91.8K | 0.2% | 72 |
|
2015
Q2 | $570K | Buy |
6,617
+1,481
| +29% | +$128K | 0.31% | 50 |
|
2015
Q1 | $429K | Sell |
5,136
-99
| -2% | -$8.27K | 0.25% | 52 |
|
2014
Q4 | $447K | Buy |
+5,235
| New | +$447K | 0.26% | 55 |
|