Buckingham Strategic Wealth’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $95.7K | Buy |
11,588
+798
| +7% | +$6.59K | ﹤0.01% | 741 |
|
|
2024
Q1 | $91.6K | Sell |
10,790
-1,628
| -13% | -$13.8K | ﹤0.01% | 733 |
|
|
2023
Q4 | $102K | Sell |
12,418
-329
| -3% | -$2.71K | ﹤0.01% | 698 |
|
|
2023
Q3 | $106K | Buy |
12,747
+467
| +4% | +$3.89K | ﹤0.01% | 661 |
|
|
2023
Q2 | $103K | Buy |
+12,280
| New | +$103K | ﹤0.01% | 667 |
|
|
2022
Q4 | – | Sell |
-25,313
| Closed | -$154K | – | 634 |
|
|
2022
Q3 | $154K | Buy |
+25,313
| New | +$154K | ﹤0.01% | 560 |
|