Herold Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,009
| Closed | -$83.4K | – | 260 |
|
|
2023
Q3 | $83.4K | Sell |
10,009
-1,025
| -9% | -$8.54K | 0.03% | 242 |
|
|
2023
Q2 | $92.5K | Sell |
11,034
-864
| -7% | -$7.24K | 0.03% | 236 |
|
|
2023
Q1 | $96.9K | Sell |
11,898
-75
| -0.6% | -$611 | 0.03% | 227 |
|
|
2022
Q4 | $95.8K | Sell |
11,973
-15,849
| -57% | -$127K | 0.04% | 201 |
|
|
2022
Q3 | $169K | Buy |
+27,822
| New | +$169K | 0.08% | 181 |
|