Wells Trecaso Financial Group’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-22,728
| Closed | -$990K | – | 71 |
|
|
2019
Q1 | $990K | Sell |
22,728
-1,133
| -5% | -$49.4K | 0.83% | 32 |
|
|
2018
Q4 | $860K | Sell |
23,861
-2,814
| -11% | -$101K | 0.82% | 33 |
|
|
2018
Q3 | $1.63M | Sell |
26,675
-1,093
| -4% | -$66.6K | 1.35% | 22 |
|
|
2018
Q2 | $1.86M | Sell |
27,768
-371
| -1% | -$24.9K | 1.74% | 21 |
|
|
2018
Q1 | $1.82M | Buy |
28,139
+3,523
| +14% | +$228K | 1.74% | 21 |
|
|
2017
Q4 | $1.66M | Buy |
+24,616
| New | +$1.66M | 1.62% | 23 |
|