MWM
HLGN
Mission Wealth Management’s Heliogen, Inc. HLGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,229
| Closed | -$95.4K | – | 571 |
|
|
2023
Q3 | $95.4K | Sell |
25,229
-857,787
| -97% | -$3.24M | ﹤0.01% | 513 |
|
|
2023
Q2 | $216K | Hold |
883,016
| – | – | 0.01% | 484 |
|
|
2023
Q1 | $212K | Hold |
883,016
| – | – | 0.01% | 478 |
|
|
2022
Q4 | $617K | Hold |
883,016
| – | – | 0.03% | 275 |
|
|
2022
Q3 | $1.64M | Hold |
883,016
| – | – | 0.09% | 120 |
|
|
2022
Q2 | $1.86M | Hold |
883,016
| – | – | 0.1% | 111 |
|
|
2022
Q1 | $4.65M | Buy |
+883,016
| New | +$4.65M | 0.21% | 59 |
|