Evoke Wealth’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,106
| Closed | -$82K | – | 706 |
|
|
2022
Q3 | $82K | Hold |
4,106
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $84K | Hold |
4,106
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $125K | Sell |
4,106
-7,886
| -66% | -$240K | ﹤0.01% | 404 |
|
|
2021
Q4 | $491K | Buy |
11,992
+4,106
| +52% | +$168K | 0.02% | 244 |
|
|
2021
Q3 | $334K | Hold |
7,886
| – | – | 0.01% | 271 |
|
|
2021
Q2 | $416K | Hold |
7,886
| – | – | 0.02% | 258 |
|
|
2021
Q1 | $350K | Hold |
7,886
| – | – | 0.02% | 247 |
|
|
2020
Q4 | $379K | Sell |
7,886
-80,498
| -91% | -$3.87M | 0.03% | 176 |
|
|
2020
Q3 | $4.12M | Buy |
88,384
+80,498
| +1,021% | +$3.76M | 0.33% | 29 |
|
|
2020
Q2 | $355K | Hold |
7,886
| – | – | 0.03% | 138 |
|
|
2020
Q1 | $230K | Sell |
7,886
-40
| -0.5% | -$1.17K | 0.03% | 165 |
|
|
2019
Q4 | $378K | Hold |
7,926
| – | – | 0.05% | 146 |
|
|
2019
Q3 | $300K | Buy |
+7,926
| New | +$300K | 0.04% | 199 |
|