Wellspring Financial Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,237
| Closed | -$220K | – | 173 |
|
|
2024
Q3 | $220K | Sell |
5,237
-2
| -0% | -$84 | 0.03% | 145 |
|
|
2024
Q2 | $247K | Buy |
5,239
+15
| +0.3% | +$708 | 0.03% | 119 |
|
|
2024
Q1 | $286K | Buy |
5,224
+600
| +13% | +$32.9K | 0.05% | 100 |
|
|
2023
Q4 | $241K | Hold |
4,624
| – | – | 0.06% | 111 |
|
|
2023
Q3 | $270K | Buy |
+4,624
| New | +$270K | 0.08% | 91 |
|