TPWA
TRUE Private Wealth Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-61
| Closed | -$1K | – | 433 |
|
|
2020
Q4 | $1K | Hold |
61
| – | – | ﹤0.01% | 701 |
|
|
2020
Q3 | $0 | Hold |
61
| – | – | ﹤0.01% | 712 |
|
|
2020
Q2 | $0 | Hold |
61
| – | – | ﹤0.01% | 709 |
|
|
2020
Q1 | $0 | Sell |
61
-8,043
| -99% | – | ﹤0.01% | 739 |
|
|
2019
Q4 | $198K | Buy |
+8,104
| New | +$198K | 0.03% | 218 |
|
|
2019
Q3 | – | Sell |
-8,815
| Closed | -$200K | – | 435 |
|
|
2019
Q2 | $200K | Sell |
8,815
-6,326
| -42% | -$144K | 0.03% | 193 |
|
|
2019
Q1 | $443K | Buy |
15,141
+697
| +5% | +$20.4K | 0.08% | 117 |
|
|
2018
Q4 | $383K | Sell |
14,444
-3,694
| -20% | -$98K | 0.07% | 159 |
|
|
2018
Q3 | $735K | Buy |
18,138
+4,903
| +37% | +$199K | 0.1% | 128 |
|
|
2018
Q2 | $596K | Buy |
13,235
+244
| +2% | +$11K | 0.09% | 141 |
|
|
2018
Q1 | $609K | Buy |
12,991
+4,285
| +49% | +$201K | 0.1% | 113 |
|
|
2017
Q4 | $425K | Sell |
8,706
-151
| -2% | -$7.37K | 0.07% | 148 |
|
|
2017
Q3 | $407K | Hold |
8,857
| – | – | 0.09% | 95 |
|
|
2017
Q2 | $378K | Hold |
8,857
| – | – | 0.09% | 97 |
|
|
2017
Q1 | $440K | Buy |
8,857
+400
| +5% | +$19.9K | 0.1% | 87 |
|
|
2016
Q4 | $475K | Sell |
8,457
-1,002
| -11% | -$56.3K | 0.12% | 84 |
|
|
2016
Q3 | $444K | Hold |
9,459
| – | – | 0.14% | 79 |
|
|
2016
Q2 | $428K | Sell |
9,459
-1
| -0% | -$45 | 0.14% | 76 |
|
|
2016
Q1 | $338K | Buy |
+9,460
| New | +$338K | 0.13% | 82 |
|