Creative Planning’s Hallmark Financial Services, Inc. HALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$43K | – | 2420 |
|
|
2020
Q4 | $43K | Hold |
1,200
| – | – | ﹤0.01% | 2044 |
|
|
2020
Q3 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 1892 |
|
|
2020
Q2 | $42K | Buy |
1,200
+50
| +4% | +$1.75K | ﹤0.01% | 1737 |
|
|
2020
Q1 | $46K | Buy |
+1,150
| New | +$46K | ﹤0.01% | 1618 |
|
|
2016
Q3 | – | Sell |
-3
| Closed | – | – | 4548 |
|
|
2016
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 4384 |
|
|
2016
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4428 |
|