OAM
Optimal Asset Management’s Herbalife HLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,800
| Closed | -$519K | – | 389 |
|
|
2020
Q4 | $519K | Hold |
10,800
| – | – | 0.07% | 333 |
|
|
2020
Q3 | $504K | Sell |
10,800
-5,700
| -35% | -$266K | 0.07% | 337 |
|
|
2020
Q2 | $742K | Sell |
16,500
-15,701
| -49% | -$706K | 0.12% | 265 |
|
|
2020
Q1 | $939 | Buy |
32,201
+20,472
| +175% | +$597 | 0.09% | 293 |
|
|
2019
Q4 | $559K | Buy |
+11,729
| New | +$559K | 0.08% | 311 |
|