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WealthShield Partners’s Halliburton HAL Stock Holding History

WealthShield Partners’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-36,449
Closed -$1.23M – 494
2024
Q2 		$1.23M Buy
36,449
+3,403
+10% +$126K 0.19% 128
2024
Q1 		$1.3M Sell
33,046
-11,492
-26% -$412K 0.21% 124
2023
Q4 		$1.61M Buy
44,538
+2,046
+5% +$78.7K 0.27% 107
2023
Q3 		$1.72M Buy
42,492
+5,333
+14% +$209K 0.26% 105
2023
Q2 		$1.23M Buy
37,159
+4,865
+15% +$154K 0.18% 131
2023
Q1 		$1.02M Buy
32,294
+20,829
+182% +$771K 0.16% 144
2022
Q4 		$451K Sell
11,465
-1,604
-12% -$56.8K 0.09% 206
2022
Q3 		$322K Buy
13,069
+1,708
+15% +$48.8K 0.06% 239
2022
Q2 		$356K Buy
11,361
+194
+2% +$7.23K 0.07% 231
2022
Q1 		$423K Buy
11,167
+223
+2% +$7.21K 0.07% 249
2021
Q4 		$250K Buy
10,944
+1,174
+12% +$27.8K 0.04% 251
2021
Q3 		$212K Buy
9,770
+1,096
+13% +$22.5K 0.06% 224
2021
Q2 		$201K Buy
8,674
+1,638
+23% +$36.4K 0.03% 259
2021
Q1 		$151K Buy
+7,036
New +$147K 0.03% 288

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State Street
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Sanders Capital
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Geode Capital Management
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Pacer Advisors
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return