FinTrust Capital Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $38.4K | Buy |
3,633
+107
| +3% | +$1.13K | 0.01% | 649 |
|
2024
Q2 | $29.1K | Buy |
3,526
+250
| +8% | +$2.07K | 0.01% | 662 |
|
2024
Q1 | $27.8K | Sell |
3,276
-916
| -22% | -$7.78K | 0.01% | 660 |
|
2023
Q4 | $34.5K | Sell |
4,192
-1,365
| -25% | -$11.2K | 0.01% | 568 |
|
2023
Q3 | $46.3K | Buy |
5,557
+2,688
| +94% | +$22.4K | 0.01% | 465 |
|
2023
Q2 | $23K | Hold |
2,869
| – | – | 0.01% | 613 |
|
2023
Q1 | $23K | Hold |
2,869
| – | – | 0.01% | 612 |
|
2022
Q4 | $23K | Sell |
2,869
-40
| -1% | -$320 | 0.01% | 612 |
|
2022
Q3 | $18K | Buy |
+2,909
| New | +$18K | ﹤0.01% | 731 |
|