Financial Architects (New Jersey)’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,238
| Closed | -$30K | – | 878 |
|
|
2019
Q4 | $30K | Buy |
1,238
+108
| +10% | +$2.28K | 0.01% | 498 |
|
|
2019
Q3 | $21K | Buy |
1,130
+11
| +1% | +$228 | ﹤0.01% | 587 |
|
|
2019
Q2 | $25K | Sell |
1,119
-803
| -42% | -$20.8K | ﹤0.01% | 667 |
|
|
2019
Q1 | $57K | Buy |
1,922
+76
| +4% | +$2.29K | 0.01% | 575 |
|
|
2018
Q4 | $49K | Sell |
1,846
-77
| -4% | -$2.6K | 0.01% | 547 |
|
|
2018
Q3 | $78K | Sell |
1,923
-48
| -2% | -$1.99K | 0.01% | 528 |
|
|
2018
Q2 | $89K | Sell |
1,971
-143
| -7% | -$7.12K | 0.02% | 427 |
|
|
2018
Q1 | $99K | Sell |
2,114
-1,216
| -37% | -$60K | 0.02% | 455 |
|
|
2017
Q4 | $163K | Buy |
3,330
+4
| +0.1% | +$176 | 0.03% | 368 |
|
|
2017
Q3 | $153K | Buy |
3,326
+5
| +0.2% | +$209 | 0.03% | 401 |
|
|
2017
Q2 | $142K | Buy |
3,321
+2,120
| +177% | +$97.4K | 0.03% | 397 |
|
|
2017
Q1 | $59K | Buy |
1,201
+1,080
| +893% | +$58.1K | 0.01% | 609 |
|
|
2016
Q4 | $7K | Sell |
121
-400
| -77% | -$19.9K | ﹤0.01% | 1083 |
|
|
2016
Q3 | $23K | Hold |
521
| – | – | 0.01% | 811 |
|
|
2016
Q2 | $24K | Buy |
521
+396
| +317% | +$16.3K | 0.01% | 730 |
|
|
2016
Q1 | $4K | Buy |
+125
| New | +$4.08K | ﹤0.01% | 931 |
|
|
2015
Q3 | – | Sell |
-1,042
| Closed | -$45K | – | 509 |
|
|
2015
Q2 | $45K | Buy |
1,042
+373
| +56% | +$17.2K | 0.02% | 459 |
|
|
2015
Q1 | $29K | Buy |
669
+507
| +313% | +$21.1K | 0.01% | 492 |
|
|
2014
Q4 | $6K | Buy |
162
+110
| +212% | +$5.35K | ﹤0.01% | 794 |
|
|
2014
Q3 | $3K | Buy |
+52
| New | +$3.57K | ﹤0.01% | 801 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$8K | – | 746 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$8.36K | 0.01% | 492 |
|