Smith & Howard Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,075
| Closed | -$218K | – | 45 |
|
|
2014
Q2 | $218K | Buy |
+3,075
| New | +$218K | 0.11% | 38 |
|
|
2014
Q1 | – | Sell |
-3,075
| Closed | -$156K | – | 110 |
|
|
2013
Q4 | $156K | Buy |
3,075
+535
| +21% | +$27.1K | 0.09% | 49 |
|
|
2013
Q3 | $122K | Hold |
2,540
| – | – | 0.07% | 49 |
|
|
2013
Q2 | $106K | Buy |
+2,540
| New | +$106K | 0.07% | 60 |
|