Carson Advisory’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,771
| Closed | -$371K | – | 168 |
|
2024
Q3 | $371K | Sell |
12,771
-6,243
| -33% | -$181K | 0.23% | 106 |
|
2024
Q2 | $642K | Buy |
19,014
+220
| +1% | +$7.43K | 0.45% | 70 |
|
2024
Q1 | $741K | Buy |
18,794
+74
| +0.4% | +$2.92K | 0.52% | 57 |
|
2023
Q4 | $677K | Buy |
18,720
+141
| +0.8% | +$5.1K | 0.53% | 59 |
|
2023
Q3 | $752K | Sell |
18,579
-870
| -4% | -$35.2K | 0.66% | 44 |
|
2023
Q2 | $642K | Sell |
19,449
-2,299
| -11% | -$75.8K | 0.54% | 62 |
|
2023
Q1 | $688K | Buy |
+21,748
| New | +$688K | 0.61% | 52 |
|