Cook Wealth’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,946
| Closed | -$200K | – | 55 |
|
|
2023
Q3 | $200K | Buy |
30,946
+9,022
| +41% | +$58.4K | 0.15% | 50 |
|
|
2023
Q2 | $191K | Hold |
21,924
| – | – | 0.15% | 49 |
|
|
2023
Q1 | $196K | Hold |
21,924
| – | – | 0.17% | 45 |
|
|
2022
Q4 | $175K | Hold |
21,924
| – | – | 0.17% | 40 |
|
|
2022
Q3 | $134K | Buy |
+21,924
| New | +$134K | 0.15% | 40 |
|