FMWA
Forvis Mazars Wealth Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,519
| Closed | -$514K | – | 246 |
|
|
2017
Q4 | $514K | Buy |
10,519
+774
| +8% | +$37.8K | 0.05% | 150 |
|
|
2017
Q3 | $449K | Buy |
9,745
+304
| +3% | +$14K | 0.05% | 145 |
|
|
2017
Q2 | $403K | Buy |
9,441
+578
| +7% | +$24.7K | 0.05% | 150 |
|
|
2017
Q1 | $436K | Buy |
8,863
+4,891
| +123% | +$241K | 0.05% | 137 |
|
|
2016
Q4 | $215K | Buy |
+3,972
| New | +$215K | 0.03% | 194 |
|
|
2014
Q3 | – | Sell |
-3,057
| Closed | -$217K | – | 142 |
|
|
2014
Q2 | $217K | Buy |
+3,057
| New | +$217K | 0.04% | 135 |
|