Glassman Wealth Services’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17
| Closed | -$259 | – | 902 |
|
|
2023
Q4 | $259 | Sell |
17
-37
| -69% | -$564 | ﹤0.01% | 1852 |
|
|
2023
Q3 | $755 | Sell |
54
-22
| -29% | -$308 | ﹤0.01% | 1635 |
|
|
2023
Q2 | $1.01K | Sell |
76
-112
| -60% | -$1.48K | ﹤0.01% | 1444 |
|
|
2023
Q1 | $3.03K | Buy |
+188
| New | +$3.03K | ﹤0.01% | 1136 |
|
|
2022
Q1 | – | Sell |
-104
| Closed | -$4K | – | 1761 |
|
|
2021
Q4 | $4K | Buy |
+104
| New | +$4K | ﹤0.01% | 1032 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 1309 |
|
|
2019
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1302 |
|