Winch Advisory Services’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-99
| Closed | -$2K | – | 370 |
|
|
2019
Q3 | $2K | Sell |
99
-71
| -42% | -$1.43K | ﹤0.01% | 296 |
|
|
2019
Q2 | $4K | Sell |
170
-16,157
| -99% | -$380K | ﹤0.01% | 276 |
|
|
2019
Q1 | $478K | Buy |
16,327
+446
| +3% | +$13.1K | 0.26% | 49 |
|
|
2018
Q4 | $422K | Sell |
15,881
-3,170
| -17% | -$84.2K | 0.23% | 48 |
|
|
2018
Q3 | $772K | Buy |
19,051
+1,322
| +7% | +$53.6K | 0.39% | 44 |
|
|
2018
Q2 | $799K | Buy |
17,729
+5,454
| +44% | +$246K | 0.43% | 46 |
|
|
2018
Q1 | $576K | Buy |
12,275
+7,463
| +155% | +$350K | 0.34% | 53 |
|
|
2017
Q4 | $235K | Sell |
4,812
-218
| -4% | -$10.6K | 0.14% | 58 |
|
|
2017
Q3 | $232K | Sell |
5,030
-13,519
| -73% | -$624K | 0.15% | 58 |
|
|
2017
Q2 | $792K | Buy |
18,549
+7,657
| +70% | +$327K | 0.5% | 48 |
|
|
2017
Q1 | $536K | Buy |
+10,892
| New | +$536K | 0.34% | 50 |
|
|
2015
Q4 | – | Sell |
-319
| Closed | -$11K | – | 267 |
|
|
2015
Q3 | $11K | Buy |
319
+2
| +0.6% | +$69 | 0.02% | 115 |
|
|
2015
Q2 | $14K | Buy |
317
+1
| +0.3% | +$44 | 0.01% | 157 |
|
|
2015
Q1 | $14K | Buy |
+316
| New | +$14K | 0.01% | 124 |
|
|
2014
Q4 | – | Sell |
-315
| Closed | -$20K | – | 98 |
|
|
2014
Q3 | $20K | Sell |
315
-85,711
| -100% | -$5.44M | 0.01% | 101 |
|
|
2014
Q2 | $6.11M | Buy |
86,026
+27,698
| +47% | +$1.97M | 3.58% | 7 |
|
|
2014
Q1 | $3.44M | Buy |
+58,328
| New | +$3.44M | 2.18% | 13 |
|