Wealthspire Advisors (New York)’s Herbalife HLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-7,510
Closed -$350K 583
2020
Q3
$350K Hold
7,510
0.02% 218
2020
Q2
$338K Sell
7,510
-16
-0.2% -$720 0.02% 190
2020
Q1
$219K Buy
7,526
+16
+0.2% +$466 0.01% 462
2019
Q4
$358K Buy
+7,510
New +$358K 0.03% 127