SWS
SYSTM Wealth Solutions’s Haleon HLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23,791
| Closed | -$197K | – | 329 |
|
|
2024
Q2 | $197K | Buy |
23,791
+926
| +4% | +$7.65K | 0.04% | 188 |
|
|
2024
Q1 | $194K | Buy |
22,865
+14,321
| +168% | +$122K | 0.02% | 399 |
|
|
2023
Q4 | $70.3K | Buy |
+8,544
| New | +$70.3K | 0.01% | 524 |
|
|
2023
Q3 | – | Sell |
-20,612
| Closed | -$173K | – | 477 |
|
|
2023
Q2 | $173K | Buy |
+20,612
| New | +$173K | 0.02% | 467 |
|