Sustainable Growth Advisers’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 |
-27,382
| Closed | -$228K | – | 53 |
|
|
2023
Q3 | $228K | Buy |
27,382
+3,896
| +17% | +$32.5K | ﹤0.01% | 52 |
|
|
2023
Q2 | $197K | Hold |
23,486
| – | – | ﹤0.01% | 56 |
|
|
2023
Q1 | $191K | Buy |
23,486
+4,917
| +26% | +$40K | ﹤0.01% | 53 |
|
|
2022
Q4 | $149K | Hold |
18,569
| – | – | ﹤0.01% | 55 |
|
|
2022
Q3 | $113K | Buy |
+18,569
| New | +$113K | ﹤0.01% | 52 |
|