MWM
Mascoma Wealth Management’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.5K | Hold |
1,008
| – | – | ﹤0.01% | 258 |
|
|
2025
Q1 | $25.6K | Hold |
1,008
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $27.4K | Hold |
1,008
| – | – | 0.01% | 251 |
|
|
2024
Q3 | $29.3K | Hold |
1,008
| – | – | 0.01% | 237 |
|
|
2024
Q2 | $34.1K | Hold |
1,008
| – | – | 0.01% | 223 |
|
|
2024
Q1 | $39.7K | Hold |
1,008
| – | – | 0.01% | 199 |
|
|
2023
Q4 | $36.4K | Sell |
1,008
-197
| -16% | -$7.12K | 0.01% | 213 |
|
|
2023
Q3 | $48.8K | Buy |
1,205
+197
| +20% | +$7.98K | 0.02% | 197 |
|
|
2023
Q2 | $40.1K | Hold |
1,008
| – | – | 0.01% | 208 |
|
|
2023
Q1 | $33K | Hold |
1,008
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $39.7K | Hold |
1,008
| – | – | 0.01% | 260 |
|
|
2022
Q3 | $25K | Sell |
1,008
-506
| -33% | -$12.6K | 0.01% | 311 |
|
|
2022
Q2 | $47K | Buy |
1,514
+271
| +22% | +$8.41K | 0.02% | 243 |
|
|
2022
Q1 | $47K | Buy |
1,243
+235
| +23% | +$8.89K | 0.02% | 267 |
|
|
2021
Q4 | $23K | Hold |
1,008
| – | – | 0.01% | 309 |
|
|
2021
Q3 | $22K | Buy |
+1,008
| New | +$22K | 0.01% | 282 |
|
|
2021
Q2 | – | Sell |
-1,008
| Closed | -$22K | – | 249 |
|
|
2021
Q1 | $22K | Buy |
+1,008
| New | +$22K | 0.01% | 285 |
|
|
2019
Q3 | – | Sell |
-1,008
| Closed | -$23K | – | 195 |
|
|
2019
Q2 | $23K | Hold |
1,008
| – | – | 0.01% | 221 |
|
|
2019
Q1 | $30K | Buy |
+1,008
| New | +$30K | 0.02% | 188 |
|