Great Lakes Retirement’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-20,534
Closed -$174K 705
2024
Q1
$174K Sell
20,534
-395
-2% -$3.35K 0.03% 215
2023
Q4
$172K Sell
20,929
-2,252
-10% -$18.5K 0.03% 211
2023
Q3
$194K Sell
23,181
-3,101
-12% -$26K 0.04% 215
2023
Q2
$220K Sell
26,282
-244
-0.9% -$2.05K 0.04% 215
2023
Q1
$216K Buy
+26,526
New +$216K 0.04% 218