WCA
Westover Capital Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,800
| Closed | -$204K | – | 193 |
|
|
2021
Q4 | $204K | Hold |
6,800
| – | – | 0.06% | 171 |
|
|
2021
Q3 | $202K | Hold |
6,800
| – | – | 0.06% | 165 |
|
|
2021
Q2 | $218K | Buy |
+6,800
| New | +$218K | 0.07% | 172 |
|
|
2016
Q1 | – | Sell |
-41,918
| Closed | -$2.92M | – | 100 |
|
|
2015
Q4 | $2.92M | Sell |
41,918
-236
| -0.6% | -$16.5K | 2.44% | 13 |
|
|
2015
Q3 | $2.91M | Buy |
42,154
+37,772
| +862% | +$2.6M | 2.5% | 13 |
|
|
2015
Q2 | $378K | Buy |
4,382
+67
| +2% | +$5.78K | 0.3% | 72 |
|
|
2015
Q1 | $360K | Sell |
4,315
-83
| -2% | -$6.93K | 0.29% | 74 |
|
|
2014
Q4 | $376K | Sell |
4,398
-611
| -12% | -$52.2K | 0.32% | 71 |
|
|
2014
Q3 | $509K | Buy |
+5,009
| New | +$509K | 0.42% | 68 |
|