KCS Wealth Advisory’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,557
Closed -$85.9K 157
2023
Q1
$85.9K Sell
10,557
-2,524
-19% -$20.5K 0.03% 144
2022
Q4
$105K Sell
13,081
-8,917
-41% -$71.3K 0.04% 143
2022
Q3
$134K Buy
+21,998
New +$134K 0.06% 142