JFS Wealth Advisors’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10
| Closed | -$101 | – | 2015 |
|
2024
Q1 | $101 | Sell |
10
-64
| -86% | -$646 | ﹤0.01% | 1950 |
|
2023
Q4 | $1.13K | Buy |
74
+60
| +429% | +$916 | ﹤0.01% | 1629 |
|
2023
Q3 | $196 | Sell |
14
-39
| -74% | -$546 | ﹤0.01% | 1865 |
|
2023
Q2 | $702 | Sell |
53
-14
| -21% | -$185 | ﹤0.01% | 1699 |
|
2023
Q1 | $1.08K | Buy |
67
+39
| +139% | +$628 | ﹤0.01% | 1562 |
|
2022
Q4 | $417 | Sell |
28
-58
| -67% | -$864 | ﹤0.01% | 1761 |
|
2022
Q3 | $2K | Buy |
86
+76
| +760% | +$1.77K | ﹤0.01% | 1332 |
|
2022
Q2 | $0 | Sell |
10
-7
| -41% | – | ﹤0.01% | 1822 |
|
2022
Q1 | $1K | Sell |
17
-6
| -26% | -$353 | ﹤0.01% | 1649 |
|
2021
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1391 |
|