TWM
Torch Wealth Management’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-21,270
| Closed | -$862K | – | 98 |
|
|
2018
Q3 | $862K | Sell |
21,270
-200
| -0.9% | -$8.11K | 0.52% | 60 |
|
|
2018
Q2 | $967K | Buy |
21,470
+275
| +1% | +$12.4K | 0.61% | 59 |
|
|
2018
Q1 | $995K | Buy |
21,195
+700
| +3% | +$32.9K | 0.65% | 55 |
|
|
2017
Q4 | $1M | Sell |
20,495
-1,150
| -5% | -$56.2K | 0.61% | 59 |
|
|
2017
Q3 | $996K | Hold |
21,645
| – | – | 0.65% | 55 |
|
|
2017
Q2 | $924K | Buy |
+21,645
| New | +$924K | 0.64% | 54 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$14K | – | 159 |
|
|
2014
Q2 | $14K | Sell |
200
-165
| -45% | -$11.6K | 0.01% | 221 |
|
|
2014
Q1 | $21K | Buy |
365
+165
| +83% | +$9.49K | 0.02% | 208 |
|
|
2013
Q4 | $10K | Buy |
+200
| New | +$10K | 0.01% | 229 |
|