WFG Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $746K | Buy |
11,332
+3,853
| +52% | +$254K | 0.17% | 142 |
|
2017
Q1 | $584K | Sell |
7,479
-967
| -11% | -$75.5K | 0.16% | 152 |
|
2016
Q4 | $709K | Sell |
8,446
-615
| -7% | -$51.6K | 0.17% | 152 |
|
2016
Q3 | $713K | Buy |
9,061
+562
| +7% | +$44.2K | 0.18% | 138 |
|
2016
Q2 | $672K | Buy |
8,499
+474
| +6% | +$37.5K | 0.18% | 138 |
|
2016
Q1 | $592K | Buy |
8,025
+1,307
| +19% | +$96.4K | 0.17% | 149 |
|
2015
Q4 | $469K | Sell |
6,718
-677
| -9% | -$47.3K | 0.14% | 172 |
|
2015
Q3 | $510K | Sell |
7,395
-1,282
| -15% | -$88.4K | 0.16% | 155 |
|
2015
Q2 | $748K | Buy |
8,677
+1,623
| +23% | +$140K | 0.21% | 116 |
|
2015
Q1 | $589K | Sell |
7,054
-883
| -11% | -$73.7K | 0.16% | 141 |
|
2014
Q4 | $678K | Buy |
7,937
+4,715
| +146% | +$403K | 0.14% | 168 |
|
2014
Q3 | $328K | Sell |
3,222
-221
| -6% | -$22.5K | 0.06% | 340 |
|
2014
Q2 | $406K | Sell |
3,443
-277
| -7% | -$32.7K | 0.08% | 297 |
|
2014
Q1 | $363K | Sell |
3,720
-3,157
| -46% | -$308K | 0.07% | 307 |
|
2013
Q4 | $620K | Sell |
6,877
-548
| -7% | -$49.4K | 0.09% | 261 |
|
2013
Q3 | $656K | Sell |
7,425
-247
| -3% | -$21.8K | 0.1% | 228 |
|
2013
Q2 | $550K | Buy |
+7,672
| New | +$550K | 0.09% | 244 |
|