WA
Wheatland Advisors’s Schlumberger SLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-3,000
| Closed | -$201K | – | 99 |
|
2018
Q2 | $201K | Buy |
+3,000
| New | +$201K | 0.16% | 95 |
|
2018
Q1 | – | Sell |
-3,100
| Closed | -$209K | – | 98 |
|
2017
Q4 | $209K | Hold |
3,100
| – | – | 0.17% | 96 |
|
2017
Q3 | $216K | Hold |
3,100
| – | – | 0.18% | 92 |
|
2017
Q2 | $204K | Sell |
3,100
-500
| -14% | -$32.9K | 0.18% | 90 |
|
2017
Q1 | $281K | Sell |
3,600
-100
| -3% | -$7.81K | 0.25% | 81 |
|
2016
Q4 | $311K | Hold |
3,700
| – | – | 0.28% | 75 |
|
2016
Q3 | $291K | Sell |
3,700
-750
| -17% | -$59K | 0.27% | 76 |
|
2016
Q2 | $352K | Hold |
4,450
| – | – | 0.34% | 69 |
|
2016
Q1 | $328K | Buy |
4,450
+200
| +5% | +$14.7K | 0.34% | 70 |
|
2015
Q4 | $296K | Sell |
4,250
-300
| -7% | -$20.9K | 0.3% | 71 |
|
2015
Q3 | $314K | Sell |
4,550
-100
| -2% | -$6.9K | 0.34% | 69 |
|
2015
Q2 | $401K | Hold |
4,650
| – | – | 0.39% | 71 |
|
2015
Q1 | $388K | Hold |
4,650
| – | – | 0.39% | 67 |
|
2014
Q4 | $397K | Buy |
4,650
+500
| +12% | +$42.7K | 0.39% | 67 |
|
2014
Q3 | $422K | Hold |
4,150
| – | – | 0.42% | 63 |
|
2014
Q2 | $693K | Hold |
4,150
| – | – | 0.63% | 55 |
|
2014
Q1 | $405K | Hold |
4,150
| – | – | 0.41% | 64 |
|
2013
Q4 | $374K | Buy |
+4,150
| New | +$374K | 0.39% | 66 |
|