Quadrant Private 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
-10,498
Closed -$90.2K 256
2024
Q1
$90.2K Sell
10,498
-1,969
-16% -$16.9K 0.02% 230
2023
Q4
$103K Sell
12,467
-14,384
-54% -$118K 0.03% 226
2023
Q3
$225K Sell
26,851
-3,275
-11% -$27.4K 0.08% 194
2023
Q2
$252K Sell
30,126
-512
-2% -$4.29K 0.07% 207
2023
Q1
$251K Buy
30,638
+2,038
+7% +$16.7K 0.08% 202
2022
Q4
$229K Buy
+28,600
New +$229K 0.08% 211