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 |
|