Summit Securities Group’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-13,746
| Closed | -$113K | – | 500 |
|
|
2023
Q4 | $113K | Buy |
13,746
+13,646
| +13,646% | +$112K | 0.01% | 162 |
|
|
2023
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 363 |
|
|
2023
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 713 |
|
|
2023
Q1 | $1K | Sell |
100
-1,500
| -94% | -$15K | ﹤0.01% | 607 |
|
|
2022
Q4 | $13K | Hold |
1,600
| – | – | ﹤0.01% | 760 |
|
|
2022
Q3 | $10K | Buy |
+1,600
| New | +$10K | ﹤0.01% | 580 |
|