GWMIA
Global Wealth Management Investment Advisory’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-39,238
| Closed | -$1.33M | – | 136 |
|
|
2024
Q2 | $1.33M | Buy |
39,238
+1,839
| +5% | +$62.1K | 0.31% | 80 |
|
|
2024
Q1 | $1.47M | Sell |
37,399
-6,270
| -14% | -$247K | 0.36% | 73 |
|
|
2023
Q4 | $1.58M | Buy |
43,669
+2,011
| +5% | +$72.7K | 0.41% | 69 |
|
|
2023
Q3 | $1.69M | Buy |
41,658
+1,793
| +4% | +$72.6K | 0.47% | 63 |
|
|
2023
Q2 | $1.32M | Buy |
39,865
+15,947
| +67% | +$526K | 0.36% | 77 |
|
|
2023
Q1 | $757K | Buy |
+23,918
| New | +$757K | 0.23% | 96 |
|
|
2021
Q1 | – | Sell |
-200
| Closed | -$4K | – | 484 |
|
|
2020
Q4 | $4K | Sell |
200
-126
| -39% | -$2.52K | ﹤0.01% | 351 |
|
|
2020
Q3 | $4K | Sell |
326
-100
| -23% | -$1.23K | ﹤0.01% | 341 |
|
|
2020
Q2 | $6K | Hold |
426
| – | – | ﹤0.01% | 405 |
|
|
2020
Q1 | $3K | Buy |
426
+100
| +31% | +$704 | ﹤0.01% | 470 |
|
|
2019
Q4 | $8K | Hold |
326
| – | – | ﹤0.01% | 376 |
|
|
2019
Q3 | $6K | Hold |
326
| – | – | ﹤0.01% | 382 |
|
|
2019
Q2 | $7K | Buy |
326
+20
| +7% | +$429 | ﹤0.01% | 408 |
|
|
2019
Q1 | $9K | Sell |
306
-700
| -70% | -$20.6K | ﹤0.01% | 396 |
|
|
2018
Q4 | $27K | Buy |
+1,006
| New | +$27K | 0.02% | 266 |
|