WAM
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Wealthspire Advisors (Maryland)’s Halliburton HAL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$148K Buy
+12,281
New +$178K 0.01% 457
2019
Q2 		– Sell
-7,564
Closed -$222K – 1119
2019
Q1 		$222K Buy
7,564
+762
+11% +$23K 0.02% 412
2018
Q4 		$181K Buy
6,802
+2,025
+42% +$68.3K 0.02% 423
2018
Q3 		$194K Sell
4,777
-1,128
-19% -$46.7K 0.02% 469
2018
Q2 		$266K Sell
5,905
-153
-3% -$7.62K 0.02% 391
2018
Q1 		$284K Buy
6,058
+312
+5% +$15.4K 0.03% 373
2017
Q4 		$281K Buy
5,746
+1,197
+26% +$52.8K 0.03% 386
2017
Q3 		$209K Buy
4,549
+298
+7% +$12.5K 0.02% 458
2017
Q2 		$182K Buy
4,251
+167
+4% +$7.67K 0.02% 484
2017
Q1 		$201K Buy
4,084
+499
+14% +$26.8K 0.03% 393
2016
Q4 		$194K Buy
3,585
+145
+4% +$7.23K 0.03% 379
2016
Q3 		$154K Buy
3,440
+453
+15% +$19.8K 0.02% 456
2016
Q2 		$135K Sell
2,987
-110
-4% -$4.53K 0.02% 470
2016
Q1 		$111K Sell
3,097
-379
-11% -$12.4K 0.02% 498
2015
Q4 		$118K Buy
+3,476
New +$131K 0.02% 486

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