JNBA Financial Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-122
| Closed | -$1.01K | – | 694 |
|
|
2023
Q4 | $1.01K | Sell |
122
-600
| -83% | -$4.95K | ﹤0.01% | 649 |
|
|
2023
Q3 | $6.02K | Hold |
722
| – | – | ﹤0.01% | 518 |
|
|
2023
Q2 | $6.05K | Sell |
722
-200
| -22% | -$1.68K | ﹤0.01% | 515 |
|
|
2023
Q1 | $7.51K | Sell |
922
-317
| -26% | -$2.58K | ﹤0.01% | 508 |
|
|
2022
Q4 | $9.91K | Hold |
1,239
| – | – | ﹤0.01% | 455 |
|
|
2022
Q3 | $8K | Buy |
+1,239
| New | +$8K | ﹤0.01% | 487 |
|