Baldwin Wealth Partners’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-399
| Closed | -$3.28K | – | 712 |
|
2023
Q4 | $3.28K | Hold |
399
| – | – | ﹤0.01% | 648 |
|
2023
Q3 | $3.32K | Hold |
399
| – | – | ﹤0.01% | 656 |
|
2023
Q2 | $3.34K | Hold |
399
| – | – | ﹤0.01% | 673 |
|
2023
Q1 | $3.25K | Hold |
399
| – | – | ﹤0.01% | 706 |
|
2022
Q4 | $3.19K | Buy |
399
+204
| +105% | +$1.63K | ﹤0.01% | 695 |
|
2022
Q3 | $1K | Buy |
+195
| New | +$1K | ﹤0.01% | 640 |
|