Heritage Trust’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-480
| Closed | -$13K | – | 278 |
|
|
2018
Q4 | $13K | Sell |
480
-50
| -9% | -$1.35K | 0.01% | 288 |
|
|
2018
Q3 | $21K | Hold |
530
| – | – | 0.01% | 260 |
|
|
2018
Q2 | $24K | Hold |
530
| – | – | 0.01% | 244 |
|
|
2018
Q1 | $25K | Hold |
530
| – | – | 0.01% | 236 |
|
|
2017
Q4 | $26K | Hold |
530
| – | – | 0.01% | 222 |
|
|
2017
Q3 | $24K | Buy |
530
+100
| +23% | +$4.53K | 0.01% | 232 |
|
|
2017
Q2 | $18K | Buy |
430
+30
| +8% | +$1.26K | 0.01% | 228 |
|
|
2017
Q1 | $20K | Buy |
+400
| New | +$20K | 0.01% | 228 |
|