Appleton Partners’s Herbalife HLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-6,392
Closed -$252K 174
2013
Q4
$252K Sell
6,392
-350
-5% -$13.8K 0.06% 148
2013
Q3
$235K Buy
+6,742
New +$235K 0.06% 148