FirstPurpose Wealth’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $170K | Buy |
20,764
+5,301
| +34% | +$43.3K | 0.06% | 207 |
|
|
2023
Q4 | $127K | Buy |
15,463
+3,101
| +25% | +$25.5K | 0.05% | 210 |
|
|
2023
Q3 | $103K | Buy |
12,362
+719
| +6% | +$5.99K | 0.04% | 194 |
|
|
2023
Q2 | $97.6K | Buy |
11,643
+887
| +8% | +$7.43K | 0.04% | 194 |
|
|
2023
Q1 | $87.6K | Buy |
10,756
+90
| +0.8% | +$733 | 0.04% | 186 |
|
|
2022
Q4 | $85.3K | Buy |
+10,666
| New | +$85.3K | 0.05% | 182 |
|