BerganKDV Wealth Management’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-32
| Closed | -$516 | – | 960 |
|
|
2023
Q1 | $516 | Hold |
32
| – | – | ﹤0.01% | 967 |
|
|
2022
Q4 | $476 | Sell |
32
-20
| -38% | -$298 | ﹤0.01% | 953 |
|
|
2022
Q3 | $1K | Sell |
52
-21
| -29% | -$404 | ﹤0.01% | 892 |
|
|
2022
Q2 | $1K | Hold |
73
| – | – | ﹤0.01% | 908 |
|
|
2022
Q1 | $2K | Hold |
73
| – | – | ﹤0.01% | 855 |
|
|
2021
Q4 | $3K | Hold |
73
| – | – | ﹤0.01% | 861 |
|
|
2021
Q3 | $3K | Hold |
73
| – | – | ﹤0.01% | 824 |
|
|
2021
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 729 |
|
|
2021
Q1 | $3K | Hold |
73
| – | – | ﹤0.01% | 734 |
|
|
2020
Q4 | $4K | Buy |
73
+21
| +40% | +$1.15K | ﹤0.01% | 691 |
|
|
2020
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 702 |
|
|
2020
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 751 |
|
|
2020
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 735 |
|
|
2019
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 771 |
|