Mark Sheptoff Financial Planning’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-100
| Closed | -$1K | – | 363 |
|
|
2020
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 314 |
|
|
2015
Q3 | – | Sell |
-18
| Closed | -$1K | – | 419 |
|
|
2015
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 357 |
|
|
2014
Q4 | – | Sell |
-3,100
| Closed | -$200K | – | 329 |
|
|
2014
Q3 | $200K | Buy |
3,100
+600
| +24% | +$38.7K | 0.18% | 102 |
|
|
2014
Q2 | $178K | Hold |
2,500
| – | – | 0.15% | 103 |
|
|
2014
Q1 | $147K | Buy |
+2,500
| New | +$147K | 0.13% | 114 |
|