Financial Synergies Wealth 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
-180
Closed -$1.53K 227
2024
Q1
$1.53K Buy
+180
New +$1.53K ﹤0.01% 357
2023
Q4
Sell
-180
Closed -$1.5K 507
2023
Q3
$1.5K Buy
+180
New +$1.5K ﹤0.01% 335