XWM
Xcel Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,704
| Closed | -$269K | – | 81 |
|
|
2019
Q4 | $269K | Buy |
+6,704
| New | +$269K | 0.22% | 64 |
|
|
2019
Q3 | – | Sell |
-6,479
| Closed | -$257K | – | 75 |
|
|
2019
Q2 | $257K | Sell |
6,479
-300
| -4% | -$11.9K | 0.25% | 66 |
|
|
2019
Q1 | $295K | Buy |
+6,779
| New | +$295K | 0.3% | 63 |
|