Aull & Monroe Investment Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,784
| Closed | -$109K | – | 129 |
|
|
2024
Q1 | $109K | Sell |
12,784
-700
| -5% | -$5.94K | 0.05% | 133 |
|
|
2023
Q4 | $111K | Sell |
13,484
-2,600
| -16% | -$21.4K | 0.05% | 129 |
|
|
2023
Q3 | $134K | Buy |
16,084
+232
| +1% | +$1.93K | 0.07% | 129 |
|
|
2023
Q2 | $133K | Sell |
15,852
-453
| -3% | -$3.8K | 0.07% | 131 |
|
|
2023
Q1 | $133K | Sell |
16,305
-200
| -1% | -$1.63K | 0.07% | 133 |
|
|
2022
Q4 | $132K | Sell |
16,505
-347
| -2% | -$2.78K | 0.07% | 127 |
|
|
2022
Q3 | $103K | Buy |
+16,852
| New | +$103K | 0.06% | 128 |
|