BerganKDV 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
Q2 | $2.57K | Sell |
78
-119
| -60% | -$3.93K | ﹤0.01% | 668 |
|
|
2023
Q1 | $6.23K | Buy |
197
+25
| +15% | +$791 | ﹤0.01% | 663 |
|
|
2022
Q4 | $6.75K | Sell |
172
-174
| -50% | -$6.83K | ﹤0.01% | 629 |
|
|
2022
Q3 | $9K | Hold |
346
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $11K | Sell |
346
-16
| -4% | -$509 | ﹤0.01% | 576 |
|
|
2022
Q1 | $14K | Hold |
362
| – | – | ﹤0.01% | 558 |
|
|
2021
Q4 | $8K | Buy |
362
+1
| +0.3% | +$22 | ﹤0.01% | 701 |
|
|
2021
Q3 | $8K | Hold |
361
| – | – | ﹤0.01% | 674 |
|
|
2021
Q2 | $8K | Hold |
361
| – | – | ﹤0.01% | 641 |
|
|
2021
Q1 | $8K | Sell |
361
-200
| -36% | -$4.43K | ﹤0.01% | 608 |
|
|
2020
Q4 | $11K | Sell |
561
-500
| -47% | -$9.8K | ﹤0.01% | 555 |
|
|
2020
Q3 | $13K | Hold |
1,061
| – | – | ﹤0.01% | 477 |
|
|
2020
Q2 | $14K | Buy |
1,061
+455
| +75% | +$6K | ﹤0.01% | 492 |
|
|
2020
Q1 | $4K | Hold |
606
| – | – | ﹤0.01% | 612 |
|
|
2019
Q4 | $15K | Buy |
606
+106
| +21% | +$2.62K | ﹤0.01% | 486 |
|
|
2019
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 510 |
|
|
2019
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 505 |
|
|
2019
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 467 |
|
|
2018
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 438 |
|
|
2018
Q3 | $20K | Sell |
500
-217
| -30% | -$8.68K | ﹤0.01% | 421 |
|
|
2018
Q2 | $32K | Buy |
+717
| New | +$32K | 0.01% | 371 |
|