River Wealth Advisors’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11,239
| Closed | -$329K | – | 161 |
|
|
2019
Q1 | $329K | Sell |
11,239
-1,739
| -13% | -$50.9K | 0.14% | 132 |
|
|
2018
Q4 | $345K | Sell |
12,978
-12,131
| -48% | -$322K | 0.15% | 124 |
|
|
2018
Q3 | $1.02M | Sell |
25,109
-6,025
| -19% | -$244K | 0.38% | 85 |
|
|
2018
Q2 | $1.4M | Sell |
31,134
-1,431
| -4% | -$64.5K | 0.55% | 62 |
|
|
2018
Q1 | $1.53M | Buy |
32,565
+1,250
| +4% | +$58.7K | 0.64% | 59 |
|
|
2017
Q4 | $1.53M | Sell |
31,315
-804
| -3% | -$39.3K | 0.64% | 61 |
|
|
2017
Q3 | $1.48M | Sell |
32,119
-2,578
| -7% | -$119K | 0.67% | 57 |
|
|
2017
Q2 | $1.48M | Sell |
34,697
-804
| -2% | -$34.3K | 0.69% | 50 |
|
|
2017
Q1 | $1.75M | Buy |
35,501
+831
| +2% | +$40.9K | 0.85% | 43 |
|
|
2016
Q4 | $1.88M | Buy |
34,670
+1,915
| +6% | +$104K | 0.95% | 37 |
|
|
2016
Q3 | $1.47M | Buy |
32,755
+527
| +2% | +$23.7K | 0.81% | 48 |
|
|
2016
Q2 | $1.46M | Buy |
32,228
+852
| +3% | +$38.6K | 0.84% | 42 |
|
|
2016
Q1 | $1.12M | Buy |
31,376
+927
| +3% | +$33.1K | 0.67% | 57 |
|
|
2015
Q4 | $1.04M | Sell |
30,449
-372
| -1% | -$12.7K | 0.66% | 57 |
|
|
2015
Q3 | $1.09M | Buy |
30,821
+4,181
| +16% | +$148K | 0.75% | 51 |
|
|
2015
Q2 | $1.15M | Buy |
26,640
+3,376
| +15% | +$145K | 0.73% | 55 |
|
|
2015
Q1 | $1.02M | Buy |
+23,264
| New | +$1.02M | 0.63% | 60 |
|