Summit Wealth & Retirement Planning’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,496
| Closed | -$139K | – | 112 |
|
|
2020
Q3 | $139K | Sell |
11,496
-3,900
| -25% | -$47.2K | 0.06% | 104 |
|
|
2020
Q2 | $200K | Sell |
15,396
-1,820
| -11% | -$23.6K | 0.09% | 108 |
|
|
2020
Q1 | $118K | Sell |
17,216
-1,625
| -9% | -$11.1K | 0.06% | 110 |
|
|
2019
Q4 | $461K | Sell |
18,841
-604
| -3% | -$14.8K | 0.21% | 86 |
|
|
2019
Q3 | $367K | Buy |
19,445
+220
| +1% | +$4.15K | 0.22% | 89 |
|
|
2019
Q2 | $437K | Buy |
+19,225
| New | +$437K | 0.26% | 81 |
|