WR Wealth Planners’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 |
-140
| Closed | -$1.48K | – | 1145 |
|
|
2024
Q3 | $1.48K | Hold |
140
| – | – | ﹤0.01% | 940 |
|
|
2024
Q2 | $1.16K | Sell |
140
-40,896
| -100% | -$338K | ﹤0.01% | 942 |
|
|
2024
Q1 | $348K | Buy |
41,036
+2,959
| +8% | +$25.1K | 0.11% | 124 |
|
|
2023
Q4 | $313K | Buy |
38,077
+4,931
| +15% | +$40.6K | 0.12% | 141 |
|
|
2023
Q3 | $276K | Buy |
33,146
+1,637
| +5% | +$13.6K | 0.11% | 141 |
|
|
2023
Q2 | $264K | Buy |
31,509
+1,469
| +5% | +$12.3K | 0.1% | 143 |
|
|
2023
Q1 | $245K | Buy |
30,040
+9,956
| +50% | +$81K | 0.11% | 138 |
|
|
2022
Q4 | $161K | Buy |
+20,084
| New | +$161K | 0.1% | 116 |
|