Dynamic Advisor Solutions’s Haleon HLN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,377
Closed -$85.7K 953
2024
Q2
$85.7K Buy
+10,377
New +$85.7K ﹤0.01% 919
2023
Q3
Sell
-10,803
Closed -$90.5K 857
2023
Q2
$90.5K Buy
10,803
+674
+7% +$5.65K ﹤0.01% 774
2023
Q1
$82.5K Buy
+10,129
New +$82.5K ﹤0.01% 729