B. Riley Wealth Management’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 |
-2,040
| Closed | -$87K | – | 387 |
|
|
2015
Q2 | $87K | Hold |
2,040
| – | – | 0.07% | 298 |
|
|
2015
Q1 | $89K | Sell |
2,040
-901
| -31% | -$39.3K | 0.07% | 307 |
|
|
2014
Q4 | $115K | Buy |
2,941
+201
| +7% | +$7.86K | 0.09% | 243 |
|
|
2014
Q3 | $176K | Sell |
2,740
-3,628
| -57% | -$233K | 0.13% | 216 |
|
|
2014
Q2 | $452K | Buy |
6,368
+4,528
| +246% | +$321K | 0.29% | 85 |
|
|
2014
Q1 | $108K | Buy |
+1,840
| New | +$108K | 0.08% | 300 |
|