WWM
Willingdon Wealth Management’s Halliburton HAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-103
| Closed | -$2K | – | 444 |
|
2019
Q3 | $2K | Buy |
+103
| New | +$2K | ﹤0.01% | 347 |
|
2015
Q3 | – | Sell |
-12,100
| Closed | -$521K | – | 78 |
|
2015
Q2 | $521K | Sell |
12,100
-700
| -5% | -$30.1K | 0.5% | 70 |
|
2015
Q1 | $562K | Sell |
12,800
-6,876
| -35% | -$302K | 0.47% | 74 |
|
2014
Q4 | $774K | Buy |
19,676
+2,676
| +16% | +$105K | 0.49% | 74 |
|
2014
Q3 | $1.1M | Buy |
+17,000
| New | +$1.1M | 0.72% | 56 |
|