Baker Tilly Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,393
| Closed | -$218K | – | 476 |
|
|
2023
Q3 | $218K | Sell |
5,393
-2,667
| -33% | -$108K | 0.04% | 427 |
|
|
2023
Q2 | $266K | Buy |
8,060
+708
| +10% | +$23.4K | 0.03% | 472 |
|
|
2023
Q1 | $233K | Buy |
7,352
+1,029
| +16% | +$32.6K | 0.03% | 495 |
|
|
2022
Q4 | $249K | Buy |
+6,323
| New | +$249K | 0.03% | 472 |
|
|
2022
Q2 | – | Sell |
-6,039
| Closed | -$229K | – | 512 |
|
|
2022
Q1 | $229K | Buy |
+6,039
| New | +$229K | 0.03% | 475 |
|