FDx Advisors’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,617
| Closed | -$201K | – | 842 |
|
|
2022
Q1 | $201K | Sell |
6,617
-1,874
| -22% | -$56.9K | 0.01% | 796 |
|
|
2021
Q4 | $348K | Buy |
8,491
+2,567
| +43% | +$105K | 0.01% | 649 |
|
|
2021
Q3 | $251K | Buy |
5,924
+617
| +12% | +$26.1K | 0.01% | 720 |
|
|
2021
Q2 | $280K | Sell |
5,307
-77
| -1% | -$4.06K | 0.01% | 685 |
|
|
2021
Q1 | $239K | Buy |
+5,384
| New | +$239K | 0.01% | 692 |
|
|
2020
Q1 | – | Sell |
-5,798
| Closed | -$276K | – | 569 |
|
|
2019
Q4 | $276K | Sell |
5,798
-673
| -10% | -$32K | 0.02% | 510 |
|
|
2019
Q3 | $245K | Buy |
+6,471
| New | +$245K | 0.02% | 538 |
|
|
2019
Q2 | – | Sell |
-3,993
| Closed | -$212K | – | 812 |
|
|
2019
Q1 | $212K | Sell |
3,993
-1,645
| -29% | -$87.3K | 0.01% | 720 |
|
|
2018
Q4 | $332K | Sell |
5,638
-912
| -14% | -$53.7K | 0.03% | 391 |
|
|
2018
Q3 | $357K | Buy |
6,550
+586
| +10% | +$31.9K | 0.01% | 634 |
|
|
2018
Q2 | $320K | Buy |
5,964
+624
| +12% | +$33.5K | 0.01% | 702 |
|
|
2018
Q1 | $260K | Sell |
5,340
-904
| -14% | -$44K | 0.01% | 1039 |
|
|
2017
Q4 | $211K | Sell |
6,244
-458
| -7% | -$15.5K | 0.01% | 1180 |
|
|
2017
Q3 | $227K | Buy |
+6,702
| New | +$227K | 0.01% | 1163 |
|