Wunderlich Capital Managemnt’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-12,950
| Closed | -$525K | – | 91 |
|
2018
Q3 | $525K | Buy |
12,950
+269
| +2% | +$10.9K | 0.37% | 74 |
|
2018
Q2 | $571K | Sell |
12,681
-210
| -2% | -$9.46K | 0.4% | 77 |
|
2018
Q1 | $605K | Sell |
12,891
-103
| -0.8% | -$4.83K | 0.42% | 80 |
|
2017
Q4 | $635K | Buy |
12,994
+167
| +1% | +$8.16K | 0.44% | 77 |
|
2017
Q3 | $590K | Buy |
12,827
+3,487
| +37% | +$160K | 0.44% | 76 |
|
2017
Q2 | $399K | Sell |
9,340
-3
| -0% | -$128 | 0.3% | 83 |
|
2017
Q1 | $460K | Sell |
9,343
-293
| -3% | -$14.4K | 0.36% | 76 |
|
2016
Q4 | $521K | Sell |
9,636
-162
| -2% | -$8.76K | 0.42% | 75 |
|
2016
Q3 | $440K | Buy |
9,798
+33
| +0.3% | +$1.48K | 0.35% | 77 |
|
2016
Q2 | $442K | Sell |
9,765
-153
| -2% | -$6.93K | 0.37% | 74 |
|
2016
Q1 | $354K | Sell |
9,918
-237
| -2% | -$8.46K | 0.3% | 77 |
|
2015
Q4 | $346K | Buy |
+10,155
| New | +$346K | 0.3% | 82 |
|