Valley Wealth Managers’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 405 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 420 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$7K | – | 144 |
|
|
2017
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 179 |
|
|
2016
Q4 | $8K | Sell |
150
-150
| -50% | -$8K | ﹤0.01% | 179 |
|
|
2016
Q3 | $13K | Sell |
300
-400
| -57% | -$17.3K | ﹤0.01% | 169 |
|
|
2016
Q2 | $32K | Buy |
+700
| New | +$32K | ﹤0.01% | 150 |
|
|
2014
Q4 | – | Sell |
-193,085
| Closed | -$12.5M | – | 108 |
|
|
2014
Q3 | $12.5M | Sell |
193,085
-3,075
| -2% | -$198K | 2.39% | 9 |
|
|
2014
Q2 | $13.9M | Sell |
196,160
-1,095
| -0.6% | -$77.8K | 2.65% | 1 |
|
|
2014
Q1 | $11.6M | Sell |
197,255
-4,125
| -2% | -$243K | 2.32% | 13 |
|
|
2013
Q4 | $10.2M | Sell |
201,380
-325
| -0.2% | -$16.5K | 2.1% | 25 |
|
|
2013
Q3 | $9.71M | Buy |
+201,705
| New | +$9.71M | 2.12% | 23 |
|