Edge Wealth Management’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27,739
| Closed | -$407K | – | 78 |
|
|
2022
Q4 | $407K | Hold |
27,739
| – | – | 0.09% | 57 |
|
|
2022
Q3 | $565K | Hold |
27,739
| – | – | 0.12% | 50 |
|
|
2022
Q2 | $567K | Hold |
27,739
| – | – | 0.12% | 51 |
|
|
2022
Q1 | $842K | Buy |
27,739
+8,521
| +44% | +$259K | 0.17% | 51 |
|
|
2021
Q4 | $787K | Hold |
19,218
| – | – | 0.14% | 57 |
|
|
2021
Q3 | $814K | Hold |
19,218
| – | – | 0.16% | 56 |
|
|
2021
Q2 | $1.01M | Hold |
19,218
| – | – | 0.21% | 55 |
|
|
2021
Q1 | $853K | Buy |
19,218
+14,199
| +283% | +$630K | 0.18% | 58 |
|
|
2020
Q4 | $240K | Buy |
+5,019
| New | +$240K | 0.05% | 88 |
|