Essex Financial Services’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,092
| Closed | -$145K | – | 639 |
|
|
2024
Q2 | $145K | Buy |
15,092
+804
| +6% | +$7.74K | 0.01% | 596 |
|
|
2024
Q1 | $121K | Buy |
14,288
+1,727
| +14% | +$14.7K | 0.01% | 527 |
|
|
2023
Q4 | $103K | Buy |
12,561
+147
| +1% | +$1.21K | 0.01% | 499 |
|
|
2023
Q3 | $103K | Buy |
12,414
+267
| +2% | +$2.22K | 0.01% | 457 |
|
|
2023
Q2 | $102K | Buy |
12,147
+31
| +0.3% | +$260 | 0.01% | 461 |
|
|
2023
Q1 | $98.6K | Sell |
12,116
-787
| -6% | -$6.41K | 0.01% | 474 |
|
|
2022
Q4 | $103K | Buy |
+12,903
| New | +$103K | 0.01% | 466 |
|