EFS
Essex Financial Services’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,974
| Closed | -$216K | – | 546 |
|
|
2023
Q4 | $216K | Buy |
5,974
+36
| +0.6% | +$1.3K | 0.02% | 466 |
|
|
2023
Q3 | $240K | Buy |
+5,938
| New | +$240K | 0.03% | 414 |
|
|
2023
Q1 | – | Sell |
-6,324
| Closed | -$248K | – | 497 |
|
|
2022
Q4 | $248K | Buy |
+6,324
| New | +$248K | 0.03% | 410 |
|
|
2022
Q3 | – | Sell |
-7,871
| Closed | -$247K | – | 473 |
|
|
2022
Q2 | $247K | Buy |
7,871
+1,819
| +30% | +$57.1K | 0.03% | 415 |
|
|
2022
Q1 | $229K | Buy |
+6,052
| New | +$229K | 0.02% | 437 |
|
|
2021
Q3 | – | Sell |
-39,052
| Closed | -$903K | – | 470 |
|
|
2021
Q2 | $903K | Buy |
+39,052
| New | +$903K | 0.13% | 167 |
|
|
2019
Q2 | – | Sell |
-7,529
| Closed | -$221K | – | 248 |
|
|
2019
Q1 | $221K | Sell |
7,529
-969
| -11% | -$28.4K | 0.07% | 207 |
|
|
2018
Q4 | $226K | Buy |
8,498
+434
| +5% | +$11.5K | 0.07% | 215 |
|
|
2018
Q3 | $327K | Sell |
8,064
-300
| -4% | -$12.2K | 0.07% | 208 |
|
|
2018
Q2 | $377K | Hold |
8,364
| – | – | 0.09% | 183 |
|
|
2018
Q1 | $393K | Sell |
8,364
-150
| -2% | -$7.05K | 0.08% | 228 |
|
|
2017
Q4 | $416K | Hold |
8,514
| – | – | 0.1% | 175 |
|
|
2017
Q3 | $392K | Sell |
8,514
-700
| -8% | -$32.2K | 0.1% | 180 |
|
|
2017
Q2 | $394K | Buy |
9,214
+3,809
| +70% | +$163K | 0.08% | 227 |
|
|
2017
Q1 | $266K | Hold |
5,405
| – | – | 0.06% | 265 |
|
|
2016
Q4 | $292K | Buy |
5,405
+100
| +2% | +$5.4K | 0.06% | 259 |
|
|
2016
Q3 | $238K | Sell |
5,305
-950
| -15% | -$42.6K | 0.06% | 267 |
|
|
2016
Q2 | $283K | Sell |
6,255
-3,250
| -34% | -$147K | 0.07% | 245 |
|
|
2016
Q1 | $340K | Sell |
9,505
-1,557
| -14% | -$55.7K | 0.08% | 217 |
|
|
2015
Q4 | $377K | Sell |
11,062
-1,368
| -11% | -$46.6K | 0.09% | 210 |
|
|
2015
Q3 | $439K | Buy |
12,430
+1,195
| +11% | +$42.2K | 0.11% | 188 |
|
|
2015
Q2 | $484K | Buy |
11,235
+300
| +3% | +$12.9K | 0.12% | 184 |
|
|
2015
Q1 | $480K | Buy |
10,935
+1,325
| +14% | +$58.2K | 0.12% | 187 |
|
|
2014
Q4 | $378K | Buy |
9,610
+4,805
| +100% | +$189K | 0.1% | 207 |
|
|
2014
Q3 | $310K | Sell |
4,805
-50
| -1% | -$3.23K | 0.09% | 219 |
|
|
2014
Q2 | $345K | Sell |
4,855
-2,175
| -31% | -$155K | 0.1% | 209 |
|
|
2014
Q1 | $414K | Sell |
7,030
-425
| -6% | -$25K | 0.14% | 172 |
|
|
2013
Q4 | $378K | Buy |
7,455
+2,980
| +67% | +$151K | 0.13% | 169 |
|
|
2013
Q3 | $215 | Sell |
4,475
-1,615
| -27% | -$78 | 0.07% | 239 |
|
|
2013
Q2 | $254K | Buy |
+6,090
| New | +$254K | 0.09% | 215 |
|