Perigon Wealth Management’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,221
| Closed | -$112K | – | 881 |
|
|
2024
Q1 | $112K | Buy |
+13,221
| New | +$112K | ﹤0.01% | 828 |
|
|
2023
Q4 | – | Sell |
-10,776
| Closed | -$89.8K | – | 850 |
|
|
2023
Q3 | $89.8K | Sell |
10,776
-813
| -7% | -$6.77K | ﹤0.01% | 759 |
|
|
2023
Q2 | $97.1K | Buy |
11,589
+85
| +0.7% | +$712 | ﹤0.01% | 756 |
|
|
2023
Q1 | $93.6K | Buy |
+11,504
| New | +$93.6K | 0.01% | 685 |
|