CWM
CarsonAllaria Wealth Management’s Halozyme HALO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-98
| Closed | -$5.61K | – | 369 |
|
2024
Q3 | $5.61K | Hold |
98
| – | – | ﹤0.01% | 302 |
|
2024
Q2 | $5.13K | Hold |
98
| – | – | ﹤0.01% | 291 |
|
2024
Q1 | $3.99K | Hold |
98
| – | – | ﹤0.01% | 304 |
|
2023
Q4 | $3.62K | Hold |
98
| – | – | ﹤0.01% | 274 |
|
2023
Q3 | $3.74K | Buy |
98
+60
| +158% | +$2.29K | ﹤0.01% | 273 |
|
2023
Q2 | $1.37K | Buy |
+38
| New | +$1.37K | ﹤0.01% | 337 |
|