Wealthspire Advisors (Maryland)’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $280K | Buy |
17,991
+5,906
| +49% | +$91.9K | 0.01% | 355 |
|
|
2020
Q2 | $222K | Buy |
+12,085
| New | +$222K | 0.02% | 398 |
|
|
2020
Q1 | – | Sell |
-7,342
| Closed | -$295K | – | 498 |
|
|
2019
Q4 | $295K | Buy |
7,342
+1,059
| +17% | +$42.6K | 0.02% | 379 |
|
|
2019
Q3 | $215K | Buy |
6,283
+1,023
| +19% | +$35K | 0.02% | 419 |
|
|
2019
Q2 | $209K | Sell |
5,260
-3,330
| -39% | -$132K | 0.02% | 429 |
|
|
2019
Q1 | $374K | Buy |
8,590
+1,845
| +27% | +$80.3K | 0.03% | 303 |
|
|
2018
Q4 | $243K | Sell |
6,745
-6,544
| -49% | -$236K | 0.02% | 367 |
|
|
2018
Q3 | $810K | Sell |
13,289
-1,917
| -13% | -$117K | 0.07% | 170 |
|
|
2018
Q2 | $1.02M | Sell |
15,206
-1,119
| -7% | -$75K | 0.09% | 129 |
|
|
2018
Q1 | $1.06M | Buy |
16,325
+2,193
| +16% | +$142K | 0.1% | 125 |
|
|
2017
Q4 | $952K | Sell |
14,132
-2,877
| -17% | -$194K | 0.09% | 140 |
|
|
2017
Q3 | $1.19M | Buy |
17,009
+1,994
| +13% | +$139K | 0.13% | 114 |
|
|
2017
Q2 | $989K | Buy |
15,015
+3,626
| +32% | +$239K | 0.12% | 120 |
|
|
2017
Q1 | $890K | Buy |
11,389
+194
| +2% | +$15.2K | 0.13% | 109 |
|
|
2016
Q4 | $940K | Buy |
11,195
+233
| +2% | +$19.6K | 0.14% | 105 |
|
|
2016
Q3 | $862K | Sell |
10,962
-1,259
| -10% | -$99K | 0.13% | 110 |
|
|
2016
Q2 | $966K | Buy |
12,221
+2,496
| +26% | +$197K | 0.16% | 96 |
|
|
2016
Q1 | $717K | Sell |
9,725
-2,868
| -23% | -$211K | 0.13% | 119 |
|
|
2015
Q4 | $878K | Buy |
+12,593
| New | +$878K | 0.16% | 95 |
|