Braun Stacey Associates’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200,977
| Closed | -$8.92M | – | 137 |
|
|
2021
Q1 | $8.92M | Sell |
200,977
-34,105
| -15% | -$1.51M | 0.38% | 100 |
|
|
2020
Q4 | $11.3M | Buy |
235,082
+39,590
| +20% | +$1.9M | 0.51% | 94 |
|
|
2020
Q3 | $9.12M | Buy |
+195,492
| New | +$9.12M | 0.49% | 93 |
|
|
2015
Q3 | – | Sell |
-114,350
| Closed | -$3.15M | – | 198 |
|
|
2015
Q2 | $3.15M | Buy |
+114,350
| New | +$3.15M | 0.13% | 135 |
|