WAM
Worth Asset Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,549
| Closed | -$76.1K | – | 375 |
|
|
2023
Q2 | $76.1K | Buy |
1,549
+405
| +35% | +$19.9K | 0.06% | 156 |
|
|
2023
Q1 | $56.2K | Buy |
1,144
+342
| +43% | +$16.8K | 0.04% | 171 |
|
|
2022
Q4 | $42.9K | Sell |
802
-99
| -11% | -$5.29K | 0.03% | 195 |
|
|
2022
Q3 | $33K | Sell |
901
-148
| -14% | -$5.42K | 0.02% | 187 |
|
|
2022
Q2 | $38K | Sell |
1,049
-20
| -2% | -$724 | 0.03% | 230 |
|
|
2022
Q1 | $42K | Buy |
+1,069
| New | +$42K | 0.03% | 226 |
|