Concert Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,087
| Closed | -$382K | – | 265 |
|
|
2017
Q1 | $382K | Sell |
7,087
-220
| -3% | -$11.9K | 0.09% | 308 |
|
|
2016
Q4 | $394K | Buy |
7,307
+1,407
| +24% | +$75.9K | 0.09% | 305 |
|
|
2016
Q3 | $263K | Sell |
5,900
-2,299
| -28% | -$102K | 0.03% | 537 |
|
|
2016
Q2 | $375K | Sell |
8,199
-910
| -10% | -$41.6K | 0.05% | 404 |
|
|
2016
Q1 | $331K | Buy |
9,109
+15
| +0.2% | +$545 | 0.04% | 432 |
|
|
2015
Q4 | $307K | Buy |
9,094
+468
| +5% | +$15.8K | 0.04% | 468 |
|
|
2015
Q3 | $312K | Sell |
8,626
-9
| -0.1% | -$326 | 0.04% | 468 |
|
|
2015
Q2 | $367K | Buy |
+8,635
| New | +$367K | 0.05% | 441 |
|
|
2015
Q1 | – | Sell |
-8,803
| Closed | -$349K | – | 537 |
|
|
2014
Q4 | $349K | Sell |
8,803
-15,063
| -63% | -$597K | 0.05% | 408 |
|
|
2014
Q3 | $1.53M | Sell |
23,866
-382
| -2% | -$24.5K | 0.21% | 76 |
|
|
2014
Q2 | $1.64M | Buy |
24,248
+4,127
| +21% | +$279K | 0.2% | 63 |
|
|
2014
Q1 | $1.2M | Buy |
20,121
+8,194
| +69% | +$489K | 0.15% | 110 |
|
|
2013
Q4 | $604K | Buy |
11,927
+4,397
| +58% | +$223K | 0.08% | 219 |
|
|
2013
Q3 | $362K | Buy |
7,530
+907
| +14% | +$43.6K | 0.05% | 327 |
|
|
2013
Q2 | $274K | Buy |
+6,623
| New | +$274K | 0.04% | 365 |
|