Addison Advisors’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9	Closed	-$500	–	713
2023 Q3	$500	Hold	9	–	–	﹤0.01%	639
2023 Q2	$595	Buy	+9	New	+$595	﹤0.01%	592