AmeriServ Wealth Advisors’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-11,554
| Closed | -$497K | – | 98 |
|
|
2015
Q2 | $497K | Sell |
11,554
-225
| -2% | -$9.68K | 0.58% | 37 |
|
|
2015
Q1 | $517K | Sell |
11,779
-925
| -7% | -$40.6K | 0.6% | 38 |
|
|
2014
Q4 | $500K | Buy |
12,704
+758
| +6% | +$29.8K | 0.48% | 55 |
|
|
2014
Q3 | $771K | Buy |
11,946
+515
| +5% | +$33.2K | 1.33% | 18 |
|
|
2014
Q2 | $812K | Sell |
11,431
-245
| -2% | -$17.4K | 0.87% | 25 |
|
|
2014
Q1 | $687K | Buy |
11,676
+371
| +3% | +$21.8K | 0.69% | 47 |
|
|
2013
Q4 | $574K | Hold |
11,305
| – | – | 0.34% | 90 |
|
|
2013
Q3 | $544K | Sell |
11,305
-20
| -0.2% | -$962 | 0.35% | 86 |
|
|
2013
Q2 | $473K | Buy |
+11,325
| New | +$473K | 0.3% | 95 |
|