SMA
Sage Mountain Advisors’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
10,585
-408
| -4% | -$4.23K | 0.01% | 435 |
|
|
2025
Q1 | $113K | Sell |
10,993
-243
| -2% | -$2.5K | 0.01% | 407 |
|
|
2024
Q4 | $107K | Sell |
11,236
-4,902
| -30% | -$46.8K | 0.01% | 410 |
|
|
2024
Q3 | $171K | Buy |
16,138
+99
| +0.6% | +$1.05K | 0.01% | 395 |
|
|
2024
Q2 | $132K | Buy |
16,039
+2,628
| +20% | +$21.7K | 0.01% | 355 |
|
|
2024
Q1 | $114K | Sell |
13,411
-23
| -0.2% | -$195 | 0.01% | 340 |
|
|
2023
Q4 | $111K | Sell |
13,434
-134
| -1% | -$1.1K | 0.01% | 287 |
|
|
2023
Q3 | $113K | Buy |
+13,568
| New | +$113K | 0.02% | 287 |
|