WealthPLAN Partners’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,538
| Closed | -$276K | – | 282 |
|
|
2017
Q1 | $276K | Buy |
+5,538
| New | +$276K | 0.96% | 14 |
|
|
2016
Q3 | $561K | Sell |
12,587
-15,877
| -56% | -$708K | 0.18% | 77 |
|
|
2016
Q2 | $604K | Buy |
+28,464
| New | +$604K | 0.08% | 168 |
|
|
2015
Q4 | $588K | Buy |
+51,600
| New | +$588K | 0.1% | 144 |
|
|
2015
Q2 | $678K | Buy |
15,731
+2,632
| +20% | +$113K | 0.3% | 42 |
|
|
2015
Q1 | $577K | Buy |
+13,099
| New | +$577K | 0.27% | 67 |
|