SSWM
Sheets Smith Wealth Management’s Halozyme HALO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,840
| Closed | -$392K | – | 381 |
|
|
2024
Q3 | $392K | Sell |
6,840
-8
| -0.1% | -$458 | 0.05% | 282 |
|
|
2024
Q2 | $359K | Buy |
+6,848
| New | +$359K | 0.04% | 293 |
|
|
2023
Q1 | – | Sell |
-4,566
| Closed | -$260K | – | 320 |
|
|
2022
Q4 | $260K | Buy |
+4,566
| New | +$260K | 0.04% | 270 |
|
|
2021
Q3 | – | Sell |
-4,748
| Closed | -$216K | – | 368 |
|
|
2021
Q2 | $216K | Buy |
+4,748
| New | +$216K | 0.03% | 343 |
|
|
2021
Q1 | – | Sell |
-4,748
| Closed | -$203K | – | 340 |
|
|
2020
Q4 | $203K | Buy |
+4,748
| New | +$203K | 0.03% | 322 |
|