Glassman Wealth Services’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,103
| Closed | -$39.9K | – | 878 |
|
|
2023
Q4 | $39.9K | Buy |
1,103
+26
| +2% | +$1K | 0.01% | 498 |
|
|
2023
Q3 | $43.6K | Buy |
1,077
+44
| +4% | +$1.72K | 0.01% | 456 |
|
|
2023
Q2 | $34.1K | Sell |
1,033
-52
| -5% | -$1.64K | 0.01% | 498 |
|
|
2023
Q1 | $34.3K | Sell |
1,085
-7
| -0.6% | -$259 | 0.01% | 498 |
|
|
2022
Q4 | $43K | Buy |
1,092
+154
| +16% | +$5.45K | 0.01% | 456 |
|
|
2022
Q3 | $23K | Buy |
938
+143
| +18% | +$4.09K | ﹤0.01% | 573 |
|
|
2022
Q2 | $25K | Buy |
795
+69
| +10% | +$2.57K | 0.01% | 563 |
|
|
2022
Q1 | $27K | Buy |
726
+65
| +10% | +$2.1K | ﹤0.01% | 555 |
|
|
2021
Q4 | $15K | Buy |
661
+140
| +27% | +$3.31K | ﹤0.01% | 684 |
|
|
2021
Q3 | $11K | Sell |
521
-22
| -4% | -$451 | ﹤0.01% | 746 |
|
|
2021
Q2 | $13K | Buy |
543
+45
| +9% | +$1K | ﹤0.01% | 684 |
|
|
2021
Q1 | $11K | Sell |
498
-68
| -12% | -$1.42K | ﹤0.01% | 686 |
|
|
2020
Q4 | $11K | Buy |
566
+46
| +9% | +$714 | ﹤0.01% | 691 |
|
|
2020
Q3 | $6K | Buy |
520
+59
| +13% | +$854 | ﹤0.01% | 735 |
|
|
2020
Q2 | $6K | Buy |
461
+99
| +27% | +$1.07K | ﹤0.01% | 584 |
|
|
2020
Q1 | $2K | Sell |
362
-373
| -51% | -$6.49K | ﹤0.01% | 705 |
|
|
2019
Q4 | $18K | Buy |
735
+248
| +51% | +$5.23K | 0.01% | 391 |
|
|
2019
Q3 | $9K | Buy |
487
+380
| +355% | +$7.87K | ﹤0.01% | 458 |
|
|
2019
Q2 | $2K | Sell |
107
-208
| -66% | -$5.4K | ﹤0.01% | 720 |
|
|
2019
Q1 | $9K | Buy |
315
+232
| +280% | +$7.01K | ﹤0.01% | 458 |
|
|
2018
Q4 | $2K | Buy |
83
+29
| +54% | +$978 | ﹤0.01% | 548 |
|
|
2018
Q3 | $2K | Buy |
54
+4
| +8% | +$165 | ﹤0.01% | 596 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 567 |
|
|
2018
Q1 | $2K | Buy |
50
+8
| +19% | +$395 | ﹤0.01% | 539 |
|
|
2017
Q4 | $2K | Buy |
42
+33
| +367% | +$1.46K | ﹤0.01% | 494 |
|
|
2017
Q3 | $0 | Buy |
+9
| New | +$377 | ﹤0.01% | 579 |
|
|
2017
Q2 | – | Sell |
-292
| Closed | -$14K | – | 594 |
|
|
2017
Q1 | $14K | Buy |
292
+3
| +1% | +$161 | 0.01% | 308 |
|
|
2016
Q4 | $16K | Buy |
+289
| New | +$14.4K | 0.01% | 297 |
|
|
2016
Q3 | – | Sell |
-280
| Closed | -$13K | – | 523 |
|
|
2016
Q2 | $13K | Hold |
280
| – | – | 0.01% | 284 |
|
|
2016
Q1 | $10K | Hold |
280
| – | – | 0.01% | 308 |
|
|
2015
Q4 | $10K | Hold |
280
| – | – | 0.01% | 316 |
|
|
2015
Q3 | $10K | Hold |
280
| – | – | 0.01% | 307 |
|
|
2015
Q2 | $12K | Hold |
280
| – | – | 0.01% | 297 |
|
|
2015
Q1 | $12K | Hold |
280
| – | – | 0.01% | 303 |
|
|
2014
Q4 | $11K | Buy |
+280
| New | +$13.6K | 0.01% | 350 |
|
Other funds holding HAL
