Greenleaf Trust’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,236
| Closed | -$214K | – | 777 |
|
|
2021
Q4 | $214K | Sell |
5,236
-27
| -0.5% | -$1.1K | ﹤0.01% | 707 |
|
|
2021
Q3 | $223K | Sell |
5,263
-37
| -0.7% | -$1.57K | ﹤0.01% | 673 |
|
|
2021
Q2 | $279K | Hold |
5,300
| – | – | ﹤0.01% | 602 |
|
|
2021
Q1 | $235K | Sell |
5,300
-58
| -1% | -$2.57K | ﹤0.01% | 634 |
|
|
2020
Q4 | $257K | Buy |
5,358
+15
| +0.3% | +$719 | ﹤0.01% | 506 |
|
|
2020
Q3 | $249K | Buy |
5,343
+49
| +0.9% | +$2.28K | ﹤0.01% | 458 |
|
|
2020
Q2 | $238K | Buy |
+5,294
| New | +$238K | ﹤0.01% | 460 |
|
|
2019
Q1 | – | Sell |
-3,647
| Closed | -$215K | – | 540 |
|
|
2018
Q4 | $215K | Buy |
+3,647
| New | +$215K | ﹤0.01% | 435 |
|