FDx Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-43,832
| Closed | -$372K | – | 268 |
|
|
2024
Q1 | $372K | Sell |
43,832
-3,620
| -8% | -$30.7K | 0.06% | 247 |
|
|
2023
Q4 | $391K | Sell |
47,452
-9,884
| -17% | -$81.4K | 0.03% | 459 |
|
|
2023
Q3 | $478K | Sell |
57,336
-17,207
| -23% | -$143K | 0.04% | 358 |
|
|
2023
Q2 | $625K | Buy |
74,543
+961
| +1% | +$8.06K | 0.03% | 396 |
|
|
2023
Q1 | $589K | Hold |
73,582
| – | – | 0.03% | 391 |
|
|
2022
Q4 | $589K | Buy |
73,582
+444
| +0.6% | +$3.55K | 0.03% | 391 |
|
|
2022
Q3 | $445K | Buy |
+73,138
| New | +$445K | 0.02% | 432 |
|