Schechter Investment Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,315
| Closed | -$213K | – | 687 |
|
|
2024
Q2 | $213K | Sell |
6,315
-98
| -2% | -$3.31K | 0.02% | 552 |
|
|
2024
Q1 | $253K | Sell |
6,413
-8,221
| -56% | -$324K | 0.02% | 529 |
|
|
2023
Q4 | $529K | Sell |
14,634
-4,151
| -22% | -$150K | 0.05% | 343 |
|
|
2023
Q3 | $761K | Sell |
18,785
-5,467
| -23% | -$221K | 0.07% | 267 |
|
|
2023
Q2 | $800K | Buy |
24,252
+3,557
| +17% | +$117K | 0.07% | 285 |
|
|
2023
Q1 | $655K | Buy |
20,695
+7,434
| +56% | +$235K | 0.06% | 352 |
|
|
2022
Q4 | $522K | Buy |
13,261
+4,592
| +53% | +$181K | 0.05% | 492 |
|
|
2022
Q3 | $214K | Buy |
8,669
+7
| +0.1% | +$173 | 0.02% | 817 |
|
|
2022
Q2 | $271K | Sell |
8,662
-44
| -0.5% | -$1.38K | 0.03% | 742 |
|
|
2022
Q1 | $330K | Buy |
+8,706
| New | +$330K | 0.03% | 670 |
|