Stonebridge Capital Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,295
| Closed | -$60.8K | – | 474 |
|
|
2023
Q3 | $60.8K | Sell |
7,295
-125
| -2% | -$1.04K | 0.01% | 334 |
|
|
2023
Q2 | $62.2K | Sell |
7,420
-75
| -1% | -$629 | 0.01% | 338 |
|
|
2023
Q1 | $61K | Sell |
7,495
-75
| -1% | -$610 | 0.01% | 344 |
|
|
2022
Q4 | $60.6K | Sell |
7,570
-1,100
| -13% | -$8.8K | 0.01% | 338 |
|
|
2022
Q3 | $53K | Buy |
+8,670
| New | +$53K | 0.01% | 339 |
|