Wharton Business Group’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-35,185
| Closed | -$1.5M | – | 110 |
|
|
2017
Q2 | $1.5M | Hold |
35,185
| – | – | 0.16% | 57 |
|
|
2017
Q1 | $1.73M | Sell |
35,185
-1,150
| -3% | -$56.6K | 0.19% | 58 |
|
|
2016
Q4 | $1.97M | Sell |
36,335
-875
| -2% | -$47.3K | 0.23% | 58 |
|
|
2016
Q3 | $1.67M | Sell |
37,210
-60,800
| -62% | -$2.73M | 0.21% | 64 |
|
|
2016
Q2 | $4.44M | Hold |
98,010
| – | – | 0.53% | 40 |
|
|
2016
Q1 | $3.5M | Sell |
98,010
-725
| -0.7% | -$25.9K | 0.39% | 48 |
|
|
2015
Q4 | $3.36M | Sell |
98,735
-2,730
| -3% | -$92.9K | 0.33% | 57 |
|
|
2015
Q3 | $3.59M | Hold |
101,465
| – | – | 0.35% | 54 |
|
|
2015
Q2 | $4.37K | Hold |
101,465
| – | – | 0.29% | 58 |
|
|
2015
Q1 | $4.45M | Buy |
101,465
+95,140
| +1,504% | +$4.17M | 0.37% | 56 |
|
|
2014
Q4 | $249K | Sell |
6,325
-103,875
| -94% | -$4.09M | 0.02% | 127 |
|
|
2014
Q3 | $7.11M | Buy |
+110,200
| New | +$7.11M | 0.63% | 46 |
|