Kelleher Financial Advisors’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-5,043
| Closed | -$217K | – | 119 |
|
2015
Q2 | $217K | Hold |
5,043
| – | – | 0.12% | 102 |
|
2015
Q1 | $221K | Buy |
+5,043
| New | +$221K | 0.12% | 106 |
|
2014
Q4 | – | Sell |
-5,043
| Closed | -$278K | – | 119 |
|
2014
Q3 | $278K | Sell |
5,043
-200
| -4% | -$11K | 0.15% | 92 |
|
2014
Q2 | $372K | Sell |
5,243
-300
| -5% | -$21.3K | 0.19% | 77 |
|
2014
Q1 | $326K | Sell |
5,543
-250
| -4% | -$14.7K | 0.18% | 84 |
|
2013
Q4 | $294K | Sell |
5,793
-50
| -0.9% | -$2.54K | 0.15% | 86 |
|
2013
Q3 | $281K | Sell |
5,843
-150
| -3% | -$7.21K | 0.16% | 80 |
|
2013
Q2 | $250K | Buy |
+5,993
| New | +$250K | 0.15% | 84 |
|