Kelly Financial Services’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-78
| Closed | -$643 | – | 362 |
|
|
2024
Q2 | $643 | Sell |
78
-808
| -91% | -$6.66K | ﹤0.01% | 687 |
|
|
2024
Q1 | $7.52K | Hold |
886
| – | – | ﹤0.01% | 458 |
|
|
2023
Q4 | $7.29K | Buy |
886
+2
| +0.2% | +$16 | ﹤0.01% | 430 |
|
|
2023
Q3 | $7.36K | Buy |
884
+406
| +85% | +$3.38K | ﹤0.01% | 416 |
|
|
2023
Q2 | $4K | Buy |
478
+402
| +529% | +$3.37K | ﹤0.01% | 477 |
|
|
2023
Q1 | $619 | Sell |
76
-46
| -38% | -$375 | ﹤0.01% | 621 |
|
|
2022
Q4 | $976 | Sell |
122
-201
| -62% | -$1.61K | ﹤0.01% | 568 |
|
|
2022
Q3 | $1.97K | Buy |
+323
| New | +$1.97K | ﹤0.01% | 511 |
|