Goelzer Investment Management’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-93,718
| Closed | -$3.02M | – | 197 |
|
|
2014
Q2 | $3.02M | Sell |
93,718
-4,984
| -5% | -$161K | 0.5% | 98 |
|
|
2014
Q1 | $2.83M | Sell |
98,702
-5,766
| -6% | -$165K | 0.5% | 95 |
|
|
2013
Q4 | $4.11M | Buy |
104,468
+210
| +0.2% | +$8.26K | 0.74% | 51 |
|
|
2013
Q3 | $3.64M | Sell |
104,258
-191,638
| -65% | -$6.69M | 0.74% | 54 |
|
|
2013
Q2 | $6.68M | Buy |
+295,896
| New | +$6.68M | 0.71% | 59 |
|