LeJeune Puetz Investment Counsel’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,040
| Closed | -$134K | – | 173 |
|
|
2018
Q4 | $134K | Sell |
5,040
-3,850
| -43% | -$102K | 0.08% | 150 |
|
|
2018
Q3 | $360K | Sell |
8,890
-25
| -0.3% | -$1.01K | 0.21% | 106 |
|
|
2018
Q2 | $402K | Sell |
8,915
-3,300
| -27% | -$149K | 0.25% | 97 |
|
|
2018
Q1 | $573K | Hold |
12,215
| – | – | 0.35% | 87 |
|
|
2017
Q4 | $597K | Sell |
12,215
-275
| -2% | -$13.4K | 0.37% | 85 |
|
|
2017
Q3 | $575K | Hold |
12,490
| – | – | 0.37% | 89 |
|
|
2017
Q2 | $533K | Sell |
12,490
-750
| -6% | -$32K | 0.36% | 91 |
|
|
2017
Q1 | $652K | Sell |
13,240
-150
| -1% | -$7.39K | 0.47% | 78 |
|
|
2016
Q4 | $724K | Buy |
+13,390
| New | +$724K | 0.56% | 67 |
|