DWM
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Diversify Wealth Management’s Haleon HLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,070
Closed -$119K 524
2024
Q3
$119K Sell
12,070
-9,809
-45% -$97.1K 0.01% 460
2024
Q2
$208K Buy
+21,879
New +$208K 0.03% 408