Bartlett & Co’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9K | Sell |
1,080
-569
| -35% | -$4.74K | ﹤0.01% | 1017 |
|
|
2023
Q3 | $14K | Hold |
1,649
| – | – | ﹤0.01% | 878 |
|
|
2023
Q2 | $14K | Hold |
1,649
| – | – | ﹤0.01% | 872 |
|
|
2023
Q1 | $14K | Hold |
1,649
| – | – | ﹤0.01% | 771 |
|
|
2022
Q4 | $13K | Sell |
1,649
-300
| -15% | -$2.37K | ﹤0.01% | 788 |
|
|
2022
Q3 | $12K | Buy |
+1,949
| New | +$12K | ﹤0.01% | 790 |
|