Wealthspire Advisors (Maryland)’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $148K | Buy |
+12,281
| New | +$148K | 0.01% | 456 |
|
|
2019
Q2 | – | Sell |
-7,564
| Closed | -$222K | – | 1118 |
|
|
2019
Q1 | $222K | Buy |
7,564
+762
| +11% | +$22.4K | 0.02% | 412 |
|
|
2018
Q4 | $181K | Buy |
6,802
+2,025
| +42% | +$53.9K | 0.02% | 423 |
|
|
2018
Q3 | $194K | Sell |
4,777
-1,128
| -19% | -$45.8K | 0.02% | 467 |
|
|
2018
Q2 | $266K | Sell |
5,905
-153
| -3% | -$6.89K | 0.02% | 391 |
|
|
2018
Q1 | $284K | Buy |
6,058
+312
| +5% | +$14.6K | 0.03% | 373 |
|
|
2017
Q4 | $281K | Buy |
5,746
+1,197
| +26% | +$58.5K | 0.03% | 386 |
|
|
2017
Q3 | $209K | Buy |
4,549
+298
| +7% | +$13.7K | 0.02% | 458 |
|
|
2017
Q2 | $182K | Buy |
4,251
+167
| +4% | +$7.15K | 0.02% | 484 |
|
|
2017
Q1 | $201K | Buy |
4,084
+499
| +14% | +$24.6K | 0.03% | 393 |
|
|
2016
Q4 | $194K | Buy |
3,585
+145
| +4% | +$7.85K | 0.03% | 379 |
|
|
2016
Q3 | $154K | Buy |
3,440
+453
| +15% | +$20.3K | 0.02% | 456 |
|
|
2016
Q2 | $135K | Sell |
2,987
-110
| -4% | -$4.97K | 0.02% | 470 |
|
|
2016
Q1 | $111K | Sell |
3,097
-379
| -11% | -$13.6K | 0.02% | 498 |
|
|
2015
Q4 | $118K | Buy |
+3,476
| New | +$118K | 0.02% | 486 |
|