Crewe Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,953
| Closed | -$16.1K | – | 838 |
|
|
2024
Q2 | $16.1K | Buy |
1,953
+1,842
| +1,659% | +$15.2K | ﹤0.01% | 592 |
|
|
2024
Q1 | $943 | Buy |
+111
| New | +$943 | ﹤0.01% | 889 |
|
|
2023
Q4 | – | Sell |
-330
| Closed | -$2.75K | – | 548 |
|
|
2023
Q3 | $2.75K | Hold |
330
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $2.77K | Hold |
330
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $2.69K | Hold |
330
| – | – | ﹤0.01% | 699 |
|
|
2022
Q4 | $2.64K | Hold |
330
| – | – | ﹤0.01% | 793 |
|
|
2022
Q3 | $2K | Buy |
+330
| New | +$2K | ﹤0.01% | 1045 |
|