SFWA
Summit Financial Wealth Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,042
| Closed | -$211K | – | 156 |
|
|
2019
Q1 | $211K | Buy |
+7,042
| New | +$211K | 0.06% | 125 |
|
|
2018
Q4 | – | Sell |
-18,734
| Closed | -$745K | – | 136 |
|
|
2018
Q3 | $745K | Buy |
18,734
+5,444
| +41% | +$216K | 0.22% | 73 |
|
|
2018
Q2 | $624K | Sell |
13,290
-500
| -4% | -$23.5K | 0.21% | 77 |
|
|
2018
Q1 | $647K | Hold |
13,790
| – | – | 0.21% | 77 |
|
|
2017
Q4 | $674K | Buy |
13,790
+290
| +2% | +$14.2K | 0.23% | 77 |
|
|
2017
Q3 | $621K | Sell |
13,500
-215
| -2% | -$9.89K | 0.23% | 78 |
|
|
2017
Q2 | $586K | Buy |
13,715
+115
| +0.8% | +$4.91K | 0.23% | 85 |
|
|
2017
Q1 | $669K | Sell |
13,600
-480
| -3% | -$23.6K | 0.29% | 77 |
|
|
2016
Q4 | $762K | Sell |
14,080
-1,500
| -10% | -$81.2K | 0.34% | 74 |
|
|
2016
Q3 | $699K | Sell |
15,580
-645
| -4% | -$28.9K | 0.3% | 74 |
|
|
2016
Q2 | $735K | Sell |
16,225
-1,750
| -10% | -$79.3K | 0.31% | 75 |
|
|
2016
Q1 | $642K | Buy |
17,975
+750
| +4% | +$26.8K | 0.28% | 69 |
|
|
2015
Q4 | $586K | Buy |
17,225
+880
| +5% | +$29.9K | 0.27% | 71 |
|
|
2015
Q3 | $577K | Sell |
16,345
-3,500
| -18% | -$124K | 0.37% | 52 |
|
|
2015
Q2 | $854K | Hold |
19,845
| – | – | 0.53% | 39 |
|
|
2015
Q1 | $938K | Sell |
19,845
-505
| -2% | -$23.9K | 0.64% | 35 |
|
|
2014
Q4 | $800K | Buy |
+20,350
| New | +$800K | 0.56% | 34 |
|