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WealthPLAN Partners’s SLB Ltd SLB Stock Holding History

WealthPLAN Partners’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-342
Closed -$16.8K – 1026
2023
Q2 		$16.8K Hold
342
– – ﹤0.01% 714
2023
Q1 		$16.8K Buy
+342
New +$18.2K ﹤0.01% 764
2017
Q2 		– Sell
-793
Closed -$62.1K – 383
2017
Q1 		$62.1K Buy
+793
New +$64.8K 0.22% 88
2016
Q3 		$167K Sell
2,132
-2,192
-51% -$174K 0.05% 166
2016
Q2 		$163K Buy
+4,324
New +$331K 0.02% 440
2015
Q4 		$92.9K Buy
+3,590
New +$269K 0.02% 434
2015
Q2 		$114K Sell
1,323
-23
-2% -$2.08K 0.05% 114
2015
Q1 		$113K Buy
+1,346
New +$112K 0.05% 163

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First Eagle Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return