Jamison Private 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
Q4 | – | Sell |
-523
| Closed | -$5.53K | – | 314 |
|
|
2024
Q3 | $5.53K | Buy |
+523
| New | +$5.53K | ﹤0.01% | 374 |
|
|
2024
Q2 | – | Sell |
-135
| Closed | -$1.15K | – | 477 |
|
|
2024
Q1 | $1.15K | Sell |
135
-150
| -53% | -$1.27K | ﹤0.01% | 419 |
|
|
2023
Q4 | $2.35K | Hold |
285
| – | – | ﹤0.01% | 365 |
|
|
2023
Q3 | $2.38K | Buy |
+285
| New | +$2.38K | ﹤0.01% | 360 |
|