Benjamin F. Edwards & Company’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $408K | Buy |
49,385
+7,026
| +17% | +$58K | 0.01% | 737 |
|
|
2024
Q1 | $360K | Buy |
42,359
+14,977
| +55% | +$127K | 0.01% | 738 |
|
|
2023
Q4 | $225K | Buy |
27,382
+23,850
| +675% | +$196K | ﹤0.01% | 847 |
|
|
2023
Q3 | $29K | Hold |
3,532
| – | – | ﹤0.01% | 1180 |
|
|
2023
Q2 | $30K | Sell |
3,532
-33
| -0.9% | -$280 | ﹤0.01% | 1190 |
|
|
2023
Q1 | $29K | Sell |
3,565
-57
| -2% | -$464 | ﹤0.01% | 1204 |
|
|
2022
Q4 | $29K | Sell |
3,622
-1,843
| -34% | -$14.8K | ﹤0.01% | 1199 |
|
|
2022
Q3 | $33K | Buy |
+5,465
| New | +$33K | ﹤0.01% | 1154 |
|