CFA
Camarda Financial Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,569
| Closed | -$249K | – | 85 |
|
|
2022
Q1 | $249K | Buy |
+6,569
| New | +$249K | 0.12% | 83 |
|
|
2020
Q2 | – | Sell |
-62,523
| Closed | -$428K | – | 42 |
|
|
2020
Q1 | $428K | Buy |
62,523
+25,840
| +70% | +$177K | 2.16% | 23 |
|
|
2019
Q4 | $898K | Buy |
+36,683
| New | +$898K | 1.9% | 23 |
|
|
2019
Q3 | – | Sell |
-3,349
| Closed | -$76K | – | 228 |
|
|
2019
Q2 | $76K | Hold |
3,349
| – | – | 0.15% | 58 |
|
|
2019
Q1 | $98K | Buy |
3,349
+106
| +3% | +$3.1K | 0.19% | 58 |
|
|
2018
Q4 | $86K | Hold |
3,243
| – | – | 0.1% | 68 |
|
|
2018
Q3 | $131K | Buy |
+3,243
| New | +$131K | 0.15% | 75 |
|
|
2017
Q1 | – | Sell |
-43
| Closed | -$2K | – | 211 |
|
|
2016
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 219 |
|
|
2016
Q2 | – | Sell |
-62
| Closed | -$2K | – | 283 |
|
|
2016
Q1 | $2K | Sell |
62
-1
| -2% | -$32 | ﹤0.01% | 236 |
|
|
2015
Q4 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 222 |
|
|
2014
Q3 | – | Sell |
-478
| Closed | -$34K | – | 228 |
|
|
2014
Q2 | $34K | Sell |
478
-3,289
| -87% | -$234K | 0.02% | 148 |
|
|
2014
Q1 | $222K | Buy |
+3,767
| New | +$222K | 0.17% | 70 |
|