Thrive Wealth Management’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 |
-11,204
| Closed | -$93.3K | – | 197 |
|
|
2023
Q3 | $93.3K | Sell |
11,204
-100
| -0.9% | -$833 | 0.02% | 166 |
|
|
2023
Q2 | $94.7K | Sell |
11,304
-1,687
| -13% | -$14.1K | 0.02% | 179 |
|
|
2023
Q1 | $106K | Buy |
12,991
+97
| +0.8% | +$790 | 0.03% | 171 |
|
|
2022
Q4 | $103K | Sell |
12,894
-36
| -0.3% | -$288 | 0.03% | 159 |
|
|
2022
Q3 | $79K | Buy |
+12,930
| New | +$79K | 0.03% | 144 |
|