DFPG Investments’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $149K | Sell |
17,807
-1,549
| -8% | -$12.9K | 0.01% | 610 |
|
2023
Q3 | $157K | Sell |
19,356
-18,592
| -49% | -$150K | 0.01% | 561 |
|
2023
Q2 | $329K | Buy |
37,948
+2,668
| +8% | +$23.1K | 0.03% | 457 |
|
2023
Q1 | $287K | Buy |
35,280
+3,126
| +10% | +$25.4K | 0.03% | 441 |
|
2022
Q4 | $248K | Buy |
+32,154
| New | +$248K | 0.04% | 389 |
|