Next Financial Group’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1K | Buy |
21
+11
| +110% | +$524 | ﹤0.01% | 2740 |
|
|
2021
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 2779 |
|
|
2021
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2526 |
|
|
2020
Q4 | – | Sell |
-10
| Closed | – | – | 2371 |
|
|
2020
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2193 |
|
|
2020
Q2 | – | Sell |
-782
| Closed | -$23K | – | 1145 |
|
|
2020
Q1 | $23K | Sell |
782
-2,203
| -74% | -$64.8K | ﹤0.01% | 1219 |
|
|
2019
Q4 | $142K | Buy |
+2,985
| New | +$142K | 0.01% | 820 |
|
|
2019
Q1 | – | Sell |
-567
| Closed | -$33K | – | 1838 |
|
|
2018
Q4 | $33K | Buy |
567
+311
| +121% | +$18.1K | 0.01% | 931 |
|
|
2018
Q3 | $14K | Buy |
+256
| New | +$14K | 0.01% | 891 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$13K | – | 1935 |
|
|
2017
Q1 | $13K | Sell |
400
-600
| -60% | -$19.5K | ﹤0.01% | 1181 |
|
|
2016
Q4 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 1290 |
|
|
2016
Q3 | $31K | Buy |
1,000
+600
| +150% | +$18.6K | 0.01% | 1160 |
|
|
2016
Q2 | $11K | Sell |
400
-200
| -33% | -$5.5K | ﹤0.01% | 1164 |
|
|
2016
Q1 | $18K | Hold |
600
| – | – | 0.01% | 975 |
|
|
2015
Q4 | $16K | Sell |
600
-6
| -1% | -$160 | 0.01% | 1012 |
|
|
2015
Q3 | $16K | Hold |
606
| – | – | 0.01% | 1037 |
|
|
2015
Q2 | $16K | Sell |
606
-394
| -39% | -$10.4K | 0.01% | 1087 |
|
|
2015
Q1 | $21K | Buy |
1,000
+400
| +67% | +$8.4K | 0.01% | 975 |
|
|
2014
Q4 | $11K | Sell |
600
-1,000
| -63% | -$18.3K | ﹤0.01% | 1208 |
|
|
2014
Q3 | $35K | Buy |
+1,600
| New | +$35K | 0.01% | 1129 |
|