Icon Wealth Partners’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$201K Sell
24,080
-843
-3% -$7.02K 0.02% 289
2023
Q2
$209K Sell
24,923
-3,435
-12% -$28.8K 0.02% 307
2023
Q1
$231K Buy
+28,358
New +$231K 0.03% 297