Wealthstreet Investment Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-79,853
| Closed | -$2.17M | – | 281 |
|
|
2021
Q1 | $2.17M | Buy |
79,853
+225
| +0.3% | +$6.12K | 0.21% | 111 |
|
|
2020
Q4 | $1.74M | Buy |
79,628
+13,228
| +20% | +$289K | 0.18% | 125 |
|
|
2020
Q3 | $1.03M | Sell |
66,400
-11,100
| -14% | -$173K | 0.12% | 149 |
|
|
2020
Q2 | $1.43M | Buy |
77,500
+5,300
| +7% | +$97.5K | 0.17% | 118 |
|
|
2020
Q1 | $974K | Buy |
72,200
+36,650
| +103% | +$494K | 0.14% | 129 |
|
|
2019
Q4 | $1.43M | Buy |
35,550
+21,265
| +149% | +$855K | 0.17% | 121 |
|
|
2019
Q3 | $497K | Sell |
14,285
-850
| -6% | -$29.6K | 0.06% | 225 |
|
|
2019
Q2 | $601K | Sell |
15,135
-800
| -5% | -$31.8K | 0.08% | 200 |
|
|
2019
Q1 | $694K | Hold |
15,935
| – | – | 0.09% | 181 |
|
|
2018
Q4 | $705K | Sell |
15,935
-4,580
| -22% | -$203K | 0.1% | 175 |
|
|
2018
Q3 | $1.25M | Sell |
20,515
-300
| -1% | -$18.3K | 0.15% | 136 |
|
|
2018
Q2 | $1.4M | Buy |
20,815
+2,100
| +11% | +$141K | 0.18% | 123 |
|
|
2018
Q1 | $1.21M | Buy |
18,715
+800
| +4% | +$51.9K | 0.15% | 135 |
|
|
2017
Q4 | $1.21M | Buy |
+17,915
| New | +$1.21M | 0.15% | 143 |
|