EverSource Wealth Advisors’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
2,685
+174
| +7% | +$9.05K | 0.01% | 1031 |
|
|
2025
Q1 | $160K | Buy |
2,511
+211
| +9% | +$13.5K | 0.01% | 745 |
|
|
2024
Q4 | $110K | Buy |
2,300
+30
| +1% | +$1.43K | 0.01% | 872 |
|
|
2024
Q3 | $130K | Sell |
2,270
-111
| -5% | -$6.35K | 0.01% | 706 |
|
|
2024
Q2 | $132K | Buy |
2,381
+41
| +2% | +$2.27K | 0.01% | 704 |
|
|
2024
Q1 | $89.2K | Sell |
2,340
-67
| -3% | -$2.55K | 0.01% | 751 |
|
|
2023
Q4 | $89K | Sell |
2,407
-82
| -3% | -$3.03K | 0.01% | 681 |
|
|
2023
Q3 | $95.1K | Buy |
2,489
+40
| +2% | +$1.53K | 0.01% | 581 |
|
|
2023
Q2 | $88.3K | Buy |
+2,449
| New | +$88.3K | 0.01% | 622 |
|
|
2022
Q2 | – | Sell |
-215
| Closed | -$9K | – | 1780 |
|
|
2022
Q1 | $9K | Hold |
215
| – | – | ﹤0.01% | 1013 |
|
|
2021
Q4 | $9K | Buy |
+215
| New | +$9K | ﹤0.01% | 998 |
|