Wintrust Investments’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,545
| Closed | -$26K | – | 464 |
|
|
2024
Q3 | $26K | Sell |
2,545
-45,631
| -95% | -$466K | 0.02% | 433 |
|
|
2024
Q2 | $398K | Buy |
48,176
+11
| +0% | +$91 | 0.03% | 324 |
|
|
2024
Q1 | $409K | Sell |
48,165
-8,916
| -16% | -$75.7K | 0.04% | 316 |
|
|
2023
Q4 | $470K | Sell |
57,081
-4,235
| -7% | -$34.9K | 0.05% | 279 |
|
|
2023
Q3 | $511K | Sell |
61,316
-9,000
| -13% | -$75K | 0.05% | 255 |
|
|
2023
Q2 | $589K | Sell |
70,316
-13,833
| -16% | -$116K | 0.06% | 248 |
|
|
2023
Q1 | $685K | Sell |
84,149
-5,571
| -6% | -$45.4K | 0.09% | 170 |
|
|
2022
Q4 | $718K | Buy |
89,720
+9,403
| +12% | +$75.2K | 0.09% | 171 |
|
|
2022
Q3 | $489K | Buy |
+80,317
| New | +$489K | 0.06% | 232 |
|