Pathstone Family Office’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $199K | Buy |
+23,804
| New | +$199K | ﹤0.01% | 1520 |
|
|
2023
Q2 | – | Sell |
-10,609
| Closed | -$86.9K | – | 1266 |
|
|
2023
Q1 | $86.9K | Sell |
10,609
-29,067
| -73% | -$238K | ﹤0.01% | 1140 |
|
|
2022
Q4 | $1.41M | Buy |
39,676
+11,124
| +39% | +$396K | 0.01% | 622 |
|
|
2022
Q3 | $173K | Buy |
+28,552
| New | +$173K | ﹤0.01% | 1361 |
|