Advisor Group’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $19K | Sell |
391
-6
| -2% | -$292 | ﹤0.01% | 3972 |
|
|
2019
Q3 | $16K | Hold |
397
| – | – | ﹤0.01% | 4084 |
|
|
2019
Q2 | $19K | Hold |
397
| – | – | ﹤0.01% | 3995 |
|
|
2019
Q1 | $19K | Sell |
397
-217
| -35% | -$10.4K | ﹤0.01% | 4002 |
|
|
2018
Q4 | $20K | Buy |
614
+153
| +33% | +$4.98K | ﹤0.01% | 3798 |
|
|
2018
Q3 | $25K | Buy |
461
+200
| +77% | +$10.8K | ﹤0.01% | 3744 |
|
|
2018
Q2 | $13K | Sell |
261
-445
| -63% | -$22.2K | ﹤0.01% | 3934 |
|
|
2018
Q1 | $37K | Buy |
706
+435
| +161% | +$22.8K | ﹤0.01% | 3289 |
|
|
2017
Q4 | $18K | Buy |
271
+45
| +20% | +$2.99K | ﹤0.01% | 3768 |
|
|
2017
Q3 | $12K | Sell |
226
-643
| -74% | -$34.1K | ﹤0.01% | 3859 |
|
|
2017
Q2 | $36K | Buy |
869
+125
| +17% | +$5.18K | ﹤0.01% | 3065 |
|
|
2017
Q1 | $26K | Buy |
744
+20
| +3% | +$699 | ﹤0.01% | 3186 |
|
|
2016
Q4 | $29K | Hold |
724
| – | – | ﹤0.01% | 2993 |
|
|
2016
Q3 | $23K | Buy |
724
+150
| +26% | +$4.77K | ﹤0.01% | 3062 |
|
|
2016
Q2 | $16K | Buy |
+574
| New | +$16K | ﹤0.01% | 3204 |
|