BerganKDV Wealth Management’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$5.87K Sell
700
-275
-28% -$2.31K ﹤0.01% 595
2023
Q1
$7.94K Hold
975
﹤0.01% 631
2022
Q4
$7.8K Hold
975
﹤0.01% 615
2022
Q3
$6K Buy
+975
New +$6K ﹤0.01% 647