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 |
|