Guardian Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-134
| Closed | -$1.11K | – | 244 |
|
|
2024
Q2 | $1.11K | Hold |
134
| – | – | ﹤0.01% | 229 |
|
|
2024
Q1 | $1.14K | Sell |
134
-55
| -29% | -$467 | ﹤0.01% | 220 |
|
|
2023
Q4 | $1.56K | Sell |
189
-395
| -68% | -$3.25K | ﹤0.01% | 224 |
|
|
2023
Q3 | $4.87K | Sell |
584
-91
| -13% | -$758 | ﹤0.01% | 184 |
|
|
2023
Q2 | $5.66K | Hold |
675
| – | – | 0.01% | 178 |
|
|
2023
Q1 | $5.5K | Hold |
675
| – | – | 0.01% | 183 |
|
|
2022
Q4 | $5.4K | Sell |
675
-96
| -12% | -$768 | 0.01% | 194 |
|
|
2022
Q3 | $5K | Buy |
+771
| New | +$5K | 0.01% | 186 |
|