WESPAC Advisors SoCal’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 |
-568
| Closed | -$24K | – | 261 |
|
|
2019
Q1 | $24K | Hold |
568
| – | – | 0.01% | 161 |
|
|
2018
Q4 | $20K | Buy |
568
+368
| +184% | +$13K | 0.01% | 180 |
|
|
2018
Q3 | $12K | Buy |
+200
| New | +$12K | 0.01% | 224 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$12K | – | 226 |
|
|
2018
Q1 | $12K | Hold |
200
| – | – | 0.01% | 188 |
|
|
2017
Q4 | $13K | Hold |
200
| – | – | 0.01% | 180 |
|
|
2017
Q3 | $13K | Hold |
200
| – | – | 0.01% | 192 |
|
|
2017
Q2 | $13K | Sell |
200
-93
| -32% | -$6.05K | 0.01% | 177 |
|
|
2017
Q1 | $22.9K | Sell |
293
-147
| -33% | -$11.5K | 0.01% | 144 |
|
|
2016
Q4 | $36.9K | Hold |
440
| – | – | 0.02% | 121 |
|
|
2016
Q3 | $34.6K | Buy |
440
+93
| +27% | +$7.31K | 0.02% | 124 |
|
|
2016
Q2 | $27.4K | Sell |
347
-28
| -7% | -$2.21K | 0.02% | 136 |
|
|
2016
Q1 | $27.7K | Buy |
375
+175
| +88% | +$12.9K | 0.02% | 136 |
|
|
2015
Q4 | $13K | Buy |
+200
| New | +$13K | 0.01% | 184 |
|