SWM
Segment Wealth Management’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12,511
| Closed | -$270K | – | 256 |
|
|
2021
Q3 | $270K | Buy |
+12,511
| New | +$270K | 0.03% | 193 |
|
|
2014
Q4 | – | Sell |
-9,597
| Closed | -$619K | – | 165 |
|
|
2014
Q3 | $619K | Buy |
9,597
+429
| +5% | +$27.7K | 0.24% | 84 |
|
|
2014
Q2 | $651K | Buy |
9,168
+802
| +10% | +$56.9K | 0.25% | 87 |
|
|
2014
Q1 | $493K | Buy |
+8,366
| New | +$493K | 0.23% | 93 |
|