Integrated Wealth Management’s Halliburton HAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$223K Hold
4,539
0.07% 234
2016
Q4
$246K Sell
4,539
-301
-6% -$16.3K 0.09% 201
2016
Q3
$217K Buy
4,840
+51
+1% +$2.29K 0.08% 206
2016
Q2
$217K Sell
4,789
-38
-0.8% -$1.72K 0.08% 206
2016
Q1
$172K Buy
4,827
+81
+2% +$2.89K 0.07% 207
2015
Q4
$162K Sell
4,746
-591
-11% -$20.2K 0.07% 218
2015
Q3
$189K Buy
5,337
+1,989
+59% +$70.4K 0.08% 189
2015
Q2
$144K Buy
3,348
+20
+0.6% +$860 0.06% 233
2015
Q1
$146K Buy
+3,328
New +$146K 0.06% 230