IWA
IBEX Wealth Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-27,137
| Closed | -$1.25M | – | 95 |
|
|
2018
Q2 | $1.25M | Hold |
27,137
| – | – | 0.5% | 70 |
|
|
2018
Q1 | $1.25M | Buy |
+27,137
| New | +$1.25M | 0.51% | 69 |
|
|
2017
Q2 | – | Sell |
-15,475
| Closed | -$771K | – | 135 |
|
|
2017
Q1 | $771K | Sell |
15,475
-503
| -3% | -$25.1K | 0.48% | 58 |
|
|
2016
Q4 | $902K | Sell |
15,978
-749
| -4% | -$42.3K | 0.43% | 72 |
|
|
2016
Q3 | $751K | Buy |
+16,727
| New | +$751K | 0.41% | 79 |
|