Lenox Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $9K | Buy |
709
+70
| +11% | +$889 | ﹤0.01% | 446 |
|
|
2020
Q1 | $4K | Buy |
639
+269
| +73% | +$1.68K | ﹤0.01% | 518 |
|
|
2019
Q4 | $9K | Sell |
370
-82
| -18% | -$2K | ﹤0.01% | 460 |
|
|
2019
Q3 | $8K | Buy |
+452
| New | +$8K | ﹤0.01% | 480 |
|
|
2018
Q4 | – | Sell |
-62
| Closed | -$3K | – | 657 |
|
|
2018
Q3 | $3K | Buy |
62
+10
| +19% | +$484 | ﹤0.01% | 552 |
|
|
2018
Q2 | $2K | Sell |
52
-238
| -82% | -$9.15K | ﹤0.01% | 503 |
|
|
2018
Q1 | $8K | Buy |
+290
| New | +$8K | ﹤0.01% | 370 |
|
|
2017
Q2 | – | Sell |
-122
| Closed | -$6K | – | 485 |
|
|
2017
Q1 | $6K | Hold |
122
| – | – | ﹤0.01% | 181 |
|
|
2016
Q4 | $7K | Hold |
122
| – | – | 0.01% | 183 |
|
|
2016
Q3 | $5K | Hold |
122
| – | – | ﹤0.01% | 183 |
|
|
2016
Q2 | $6K | Hold |
122
| – | – | ﹤0.01% | 182 |
|
|
2016
Q1 | $4K | Hold |
122
| – | – | ﹤0.01% | 195 |
|
|
2015
Q4 | $4K | Sell |
122
-161
| -57% | -$5.28K | ﹤0.01% | 203 |
|
|
2015
Q3 | $10K | Hold |
283
| – | – | 0.01% | 110 |
|
|
2015
Q2 | $12K | Hold |
283
| – | – | 0.01% | 111 |
|
|
2015
Q1 | $12K | Hold |
283
| – | – | 0.01% | 114 |
|
|
2014
Q4 | $11K | Sell |
283
-2,201
| -89% | -$85.6K | 0.01% | 119 |
|
|
2014
Q3 | $160K | Sell |
2,484
-72
| -3% | -$4.64K | 0.11% | 45 |
|
|
2014
Q2 | $182K | Sell |
2,556
-309
| -11% | -$22K | 0.13% | 40 |
|
|
2014
Q1 | $169K | Sell |
2,865
-188
| -6% | -$11.1K | 0.09% | 51 |
|
|
2013
Q4 | $155K | Buy |
+3,053
| New | +$155K | 0.1% | 63 |
|