Janiczek 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
Q2 | $169K | Sell |
20,496
-149
| -0.7% | -$1.23K | 0.04% | 208 |
|
2024
Q1 | $175K | Buy |
20,645
+55
| +0.3% | +$467 | 0.04% | 198 |
|
2023
Q4 | $169K | Buy |
20,590
+1,010
| +5% | +$8.31K | 0.04% | 180 |
|
2023
Q3 | $163K | Sell |
19,580
-319
| -2% | -$2.66K | 0.04% | 170 |
|
2023
Q2 | $167K | Sell |
19,899
-113
| -0.6% | -$947 | 0.05% | 151 |
|
2023
Q1 | $177K | Buy |
20,012
+148
| +0.7% | +$1.31K | 0.05% | 129 |
|
2022
Q4 | $156K | Buy |
19,864
+5,906
| +42% | +$46.4K | 0.04% | 154 |
|
2022
Q3 | $83K | Buy |
+13,958
| New | +$83K | 0.03% | 228 |
|