EWM
Evercore Wealth Management’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13,002
| Closed | -$381K | – | 417 |
|
|
2019
Q1 | $381K | Sell |
13,002
-5,991
| -32% | -$176K | 0.01% | 303 |
|
|
2018
Q4 | $505K | Buy |
18,993
+240
| +1% | +$6.38K | 0.02% | 249 |
|
|
2018
Q3 | $760K | Buy |
18,753
+3,984
| +27% | +$161K | 0.02% | 230 |
|
|
2018
Q2 | $665K | Buy |
+14,769
| New | +$665K | 0.02% | 244 |
|
|
2018
Q1 | – | Sell |
-1,954
| Closed | -$96K | – | 526 |
|
|
2017
Q4 | $96K | Sell |
1,954
-450
| -19% | -$22.1K | ﹤0.01% | 469 |
|
|
2017
Q3 | $110K | Hold |
2,404
| – | – | ﹤0.01% | 447 |
|
|
2017
Q2 | $103K | Sell |
2,404
-92
| -4% | -$3.94K | ﹤0.01% | 464 |
|
|
2017
Q1 | $123K | Sell |
2,496
-242
| -9% | -$11.9K | ﹤0.01% | 441 |
|
|
2016
Q4 | $148K | Sell |
2,738
-126
| -4% | -$6.81K | 0.01% | 428 |
|
|
2016
Q3 | $129K | Hold |
2,864
| – | – | 0.01% | 444 |
|
|
2016
Q2 | $130K | Buy |
2,864
+69
| +2% | +$3.13K | 0.01% | 424 |
|
|
2016
Q1 | $100K | Buy |
2,795
+130
| +5% | +$4.65K | ﹤0.01% | 456 |
|
|
2015
Q4 | $91K | Buy |
2,665
+1,680
| +171% | +$57.4K | ﹤0.01% | 487 |
|
|
2015
Q3 | $37K | Sell |
985
-9,829
| -91% | -$369K | ﹤0.01% | 641 |
|
|
2015
Q2 | $464K | Hold |
10,814
| – | – | 0.02% | 283 |
|
|
2015
Q1 | $473K | Sell |
10,814
-504
| -4% | -$22K | 0.02% | 284 |
|
|
2014
Q4 | $446K | Sell |
11,318
-2,556
| -18% | -$101K | 0.02% | 256 |
|
|
2014
Q3 | $896K | Buy |
13,874
+3,140
| +29% | +$203K | 0.04% | 190 |
|
|
2014
Q2 | $762K | Buy |
10,734
+30
| +0.3% | +$2.13K | 0.04% | 220 |
|
|
2014
Q1 | $630K | Sell |
10,704
-500
| -4% | -$29.4K | 0.04% | 234 |
|
|
2013
Q4 | $569K | Sell |
11,204
-123
| -1% | -$6.25K | 0.03% | 249 |
|
|
2013
Q3 | $546K | Buy |
11,327
+1,127
| +11% | +$54.3K | 0.03% | 268 |
|
|
2013
Q2 | $426K | Buy |
+10,200
| New | +$426K | 0.02% | 296 |
|