Wealthspire Advisors (Maryland)’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $350K | Buy |
+7,510
| New | +$350K | 0.01% | 324 |
|
|
2019
Q2 | – | Sell |
-102
| Closed | -$5K | – | 1137 |
|
|
2019
Q1 | $5K | Sell |
102
-6
| -6% | -$294 | ﹤0.01% | 1824 |
|
|
2018
Q4 | $6K | Sell |
108
-7
| -6% | -$389 | ﹤0.01% | 1657 |
|
|
2018
Q3 | $6K | Hold |
115
| – | – | ﹤0.01% | 1725 |
|
|
2018
Q2 | $6K | Buy |
115
+19
| +20% | +$991 | ﹤0.01% | 1715 |
|
|
2018
Q1 | $5K | Buy |
96
+58
| +153% | +$3.02K | ﹤0.01% | 1810 |
|
|
2017
Q4 | $1K | Buy |
38
+6
| +19% | +$158 | ﹤0.01% | 2282 |
|
|
2017
Q3 | $1K | Buy |
32
+26
| +433% | +$813 | ﹤0.01% | 2097 |
|
|
2017
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2230 |
|
|
2017
Q1 | – | Sell |
-4
| Closed | – | – | 1972 |
|
|
2016
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 1792 |
|
|
2016
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1766 |
|
|
2016
Q2 | – | Sell |
-10
| Closed | – | – | 1744 |
|
|
2016
Q1 | $0 | Sell |
10
-22
| -69% | – | ﹤0.01% | 1791 |
|
|
2015
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1621 |
|