Glassman Wealth Services’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,823
| Closed | -$39.7K | – | 904 |
|
|
2023
Q4 | $39.7K | Buy |
4,823
+140
| +3% | +$1.15K | 0.01% | 500 |
|
|
2023
Q3 | $39K | Buy |
4,683
+194
| +4% | +$1.62K | 0.01% | 481 |
|
|
2023
Q2 | $37.6K | Hold |
4,489
| – | – | 0.01% | 477 |
|
|
2023
Q1 | $36.5K | Sell |
4,489
-29
| -0.6% | -$236 | 0.01% | 482 |
|
|
2022
Q4 | $36.1K | Buy |
4,518
+4,126
| +1,053% | +$33K | 0.01% | 498 |
|
|
2022
Q3 | $2K | Buy |
+392
| New | +$2K | ﹤0.01% | 1226 |
|