SWA
Sutton Wealth Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $31.1K | Buy |
767
+129
| +20% | +$5.23K | 0.02% | 291 |
|
|
2023
Q2 | $21K | Buy |
638
+145
| +29% | +$4.78K | 0.01% | 345 |
|
|
2023
Q1 | $15.6K | Sell |
493
-13
| -3% | -$411 | 0.01% | 345 |
|
|
2022
Q4 | $19.9K | Hold |
506
| – | – | 0.01% | 689 |
|
|
2022
Q3 | $12.5K | Sell |
506
-10
| -2% | -$246 | 0.01% | 830 |
|
|
2022
Q2 | $16.2K | Buy |
516
+23
| +5% | +$721 | 0.01% | 741 |
|
|
2022
Q1 | $18.7K | Buy |
493
+31
| +7% | +$1.17K | 0.01% | 733 |
|
|
2021
Q4 | $10.6K | Hold |
462
| – | – | ﹤0.01% | 916 |
|
|
2021
Q3 | $9.99K | Buy |
462
+9
| +2% | +$195 | ﹤0.01% | 912 |
|
|
2021
Q2 | $10.5K | Hold |
453
| – | – | ﹤0.01% | 902 |
|
|
2021
Q1 | $9.72K | Sell |
453
-14
| -3% | -$300 | ﹤0.01% | 886 |
|
|
2020
Q4 | $8.83K | Buy |
467
+101
| +28% | +$1.91K | ﹤0.01% | 852 |
|
|
2020
Q3 | $4.41K | Hold |
366
| – | – | ﹤0.01% | 958 |
|
|
2020
Q2 | $4.75K | Buy |
366
+41
| +13% | +$532 | ﹤0.01% | 913 |
|
|
2020
Q1 | $2.23K | Sell |
325
-2,779
| -90% | -$19K | ﹤0.01% | 1024 |
|
|
2019
Q4 | $76K | Hold |
3,104
| – | – | 0.04% | 243 |
|
|
2019
Q3 | $58.5K | Buy |
3,104
+53
| +2% | +$999 | 0.03% | 271 |
|
|
2019
Q2 | $69.4K | Sell |
3,051
-96
| -3% | -$2.18K | 0.04% | 240 |
|
|
2019
Q1 | $92.2K | Buy |
3,147
+17
| +0.5% | +$498 | 0.05% | 218 |
|
|
2018
Q4 | $83.2K | Sell |
3,130
-42
| -1% | -$1.12K | 0.05% | 214 |
|
|
2018
Q3 | $129K | Hold |
3,172
| – | – | 0.08% | 173 |
|
|
2018
Q2 | $143K | Hold |
3,172
| – | – | 0.1% | 160 |
|
|
2018
Q1 | $149K | Hold |
3,172
| – | – | 0.11% | 155 |
|
|
2017
Q4 | $155K | Hold |
3,172
| – | – | 0.11% | 149 |
|
|
2017
Q3 | $146K | Buy |
3,172
+82
| +3% | +$3.77K | 0.11% | 157 |
|
|
2017
Q2 | $132K | Sell |
3,090
-19
| -0.6% | -$811 | 0.1% | 167 |
|
|
2017
Q1 | $153K | Buy |
3,109
+19
| +0.6% | +$935 | 0.13% | 137 |
|
|
2016
Q4 | $167K | Hold |
3,090
| – | – | 0.15% | 115 |
|
|
2016
Q3 | $139K | Hold |
3,090
| – | – | 0.13% | 135 |
|
|
2016
Q2 | $140K | Hold |
3,090
| – | – | 0.13% | 134 |
|
|
2016
Q1 | $110K | Buy |
+3,090
| New | +$110K | 0.1% | 168 |
|