LWM
LBA Wealth Management’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1
| Closed | – | – | 464 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 451 |
|
|
2016
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 428 |
|
|
2015
Q2 | – | Sell |
-3,380
| Closed | -$148K | – | 321 |
|
|
2015
Q1 | $148K | Hold |
3,380
| – | – | 0.09% | 111 |
|
|
2014
Q4 | $133K | Sell |
3,380
-2,411
| -42% | -$94.9K | 0.09% | 124 |
|
|
2014
Q3 | $374K | Buy |
5,791
+5,661
| +4,355% | +$366K | 0.26% | 54 |
|
|
2014
Q2 | $9K | Hold |
130
| – | – | 0.01% | 210 |
|
|
2014
Q1 | $8K | Hold |
130
| – | – | 0.01% | 209 |
|
|
2013
Q4 | $7K | Buy |
+130
| New | +$7K | 0.01% | 230 |
|