IWA
IVC Wealth Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,726
| Closed | -$253K | – | 159 |
|
|
2024
Q3 | $253K | Sell |
8,726
-2,223
| -20% | -$64.6K | 0.14% | 138 |
|
|
2024
Q2 | $370K | Buy |
10,949
+1,446
| +15% | +$48.8K | 0.21% | 105 |
|
|
2024
Q1 | $375K | Buy |
9,503
+344
| +4% | +$13.6K | 0.22% | 105 |
|
|
2023
Q4 | $331K | Buy |
+9,159
| New | +$331K | 0.21% | 105 |
|