WAM
Worth Asset Management’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-750
| Closed | -$24.7K | – | 222 |
|
|
2023
Q2 | $24.7K | Hold |
750
| – | – | 0.02% | 224 |
|
|
2023
Q1 | $23.7K | Buy |
750
+70
| +10% | +$2.22K | 0.02% | 249 |
|
|
2022
Q4 | $26.8K | Buy |
+680
| New | +$26.8K | 0.02% | 240 |
|
|
2022
Q3 | – | Sell |
-1,720
| Closed | -$54K | – | 502 |
|
|
2022
Q2 | $54K | Hold |
1,720
| – | – | 0.04% | 185 |
|
|
2022
Q1 | $59K | Buy |
+1,720
| New | +$59K | 0.04% | 189 |
|