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