SPWG
Sage Private Wealth Group’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-886
| Closed | -$22K | – | 103 |
|
|
2022
Q3 | $22K | Sell |
886
-28
| -3% | -$695 | 0.03% | 109 |
|
|
2022
Q2 | $29K | Hold |
914
| – | – | 0.04% | 98 |
|
|
2022
Q1 | $35K | Hold |
914
| – | – | 0.03% | 97 |
|
|
2021
Q4 | $20K | Hold |
914
| – | – | 0.02% | 118 |
|
|
2021
Q3 | $20K | Sell |
914
-1,093
| -54% | -$23.9K | 0.03% | 118 |
|
|
2021
Q2 | $46K | Hold |
2,007
| – | – | 0.06% | 84 |
|
|
2021
Q1 | $43K | Hold |
2,007
| – | – | 0.07% | 87 |
|
|
2020
Q4 | $38K | Buy |
+2,007
| New | +$38K | 0.11% | 76 |
|