YorkBridge Wealth Partners’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,785
| Closed | -$233K | – | 179 |
|
|
2019
Q4 | $233K | Sell |
5,785
-1,822
| -24% | -$73.4K | 0.11% | 167 |
|
|
2019
Q3 | $260K | Sell |
7,607
-2,669
| -26% | -$91.2K | 0.13% | 147 |
|
|
2019
Q2 | $408K | Sell |
10,276
-604
| -6% | -$24K | 0.18% | 112 |
|
|
2019
Q1 | $474K | Buy |
10,880
+904
| +9% | +$39.4K | 0.22% | 98 |
|
|
2018
Q4 | $360K | Sell |
9,976
-2,562
| -20% | -$92.5K | 0.19% | 115 |
|
|
2018
Q3 | $772K | Sell |
12,538
-310
| -2% | -$19.1K | 0.35% | 72 |
|
|
2018
Q2 | $861K | Buy |
12,848
+2,015
| +19% | +$135K | 0.38% | 71 |
|
|
2018
Q1 | $732K | Buy |
10,833
+935
| +9% | +$63.2K | 0.34% | 76 |
|
|
2017
Q4 | $706K | Buy |
9,898
+495
| +5% | +$35.3K | 0.34% | 76 |
|
|
2017
Q3 | $656K | Sell |
9,403
-1,480
| -14% | -$103K | 0.34% | 73 |
|
|
2017
Q2 | $729K | Sell |
10,883
-229
| -2% | -$15.3K | 0.39% | 70 |
|
|
2017
Q1 | $794K | Buy |
11,112
+1,588
| +17% | +$113K | 0.42% | 65 |
|
|
2016
Q4 | $774K | Buy |
+9,524
| New | +$774K | 0.46% | 61 |
|