Sugarloaf 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
Q3 | – | Sell |
-191
| Closed | -$1.57K | – | 692 |
|
|
2024
Q2 | $1.57K | Buy |
191
+3
| +2% | +$25 | ﹤0.01% | 598 |
|
|
2024
Q1 | $1.6K | Hold |
188
| – | – | ﹤0.01% | 601 |
|
|
2023
Q4 | $1.55K | Buy |
188
+1
| +0.5% | +$8 | ﹤0.01% | 613 |
|
|
2023
Q3 | $1.56K | Hold |
187
| – | – | ﹤0.01% | 613 |
|
|
2023
Q2 | $1.57K | Buy |
187
+1
| +0.5% | +$8 | ﹤0.01% | 631 |
|
|
2023
Q1 | $1.51K | Hold |
186
| – | – | ﹤0.01% | 632 |
|
|
2022
Q4 | $1.49K | Sell |
186
-291
| -61% | -$2.33K | ﹤0.01% | 689 |
|
|
2022
Q3 | $3K | Buy |
+477
| New | +$3K | ﹤0.01% | 663 |
|