PWAG

Polaris Wealth Advisory Group’s Halliburton HAL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$478K	Sell	11,794 -11,169	-49%	-$452K	0.04%	134
2023 Q2	$758K	Buy	+22,963	New	+$758K	0.06%	122
2022 Q1	–	Sell	-11,300	Closed	-$258K	–	174
2021 Q4	$258K	Hold	11,300	–	–	0.01%	156
2021 Q3	$264K	Hold	11,300	–	–	0.02%	143
2021 Q2	$269K	Hold	11,300	–	–	0.02%	147
2021 Q1	$238K	Hold	11,300	–	–	0.02%	153
2020 Q4	$227K	Hold	11,300	–	–	0.02%	162
2020 Q3	$135K	Sell	11,300 -1,000	-8%	-$11.9K	0.01%	150
2020 Q2	$153K	Buy	+12,300	New	+$153K	0.01%	139
2020 Q1	–	Sell	-144,699	Closed	-$3.45M	–	142
2019 Q4	$3.45M	Buy	+144,699	New	+$3.45M	0.23%	81
2018 Q4	–	Sell	-2,300	Closed	-$93K	–	275
2018 Q3	$93K	Sell	2,300 -700	-23%	-$28.3K	0.01%	205
2018 Q2	$141K	Sell	3,000 -1,300	-30%	-$61.1K	0.01%	107
2018 Q1	$202K	Sell	4,300 -320	-7%	-$15K	0.02%	138
2017 Q4	$226K	Buy	+4,620	New	+$226K	0.02%	134
2015 Q2	–	Sell	-112,037	Closed	-$4.92M	–	77
2015 Q1	$4.92M	Buy	+112,037	New	+$4.92M	0.89%	44