Kestra Private Wealth 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 |
-12,489
| Closed | -$103K | – | 1411 |
|
|
2024
Q2 | $103K | Sell |
12,489
-4,934
| -28% | -$40.8K | ﹤0.01% | 1280 |
|
|
2024
Q1 | $148K | Buy |
17,423
+308
| +2% | +$2.62K | ﹤0.01% | 1219 |
|
|
2023
Q4 | $141K | Buy |
17,115
+182
| +1% | +$1.5K | ﹤0.01% | 1124 |
|
|
2023
Q3 | $141K | Buy |
16,933
+2,478
| +17% | +$20.6K | ﹤0.01% | 1062 |
|
|
2023
Q2 | $121K | Sell |
14,455
-282
| -2% | -$2.36K | ﹤0.01% | 996 |
|
|
2023
Q1 | $120K | Buy |
14,737
+1,940
| +15% | +$15.8K | ﹤0.01% | 971 |
|
|
2022
Q4 | $102K | Buy |
12,797
+2,730
| +27% | +$21.8K | 0.01% | 847 |
|
|
2022
Q3 | $61K | Buy |
+10,067
| New | +$61K | ﹤0.01% | 855 |
|