Advisornet Financial’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$136 | – | 2232 |
|
|
2023
Q4 | $136 | Hold |
3
| – | – | ﹤0.01% | 2340 |
|
|
2023
Q3 | $166 | Sell |
3
-1
| -25% | -$55 | ﹤0.01% | 2163 |
|
|
2023
Q2 | $264 | Sell |
4
-1
| -20% | -$66 | ﹤0.01% | 2174 |
|
|
2023
Q1 | $327 | Buy |
5
+2
| +67% | +$131 | ﹤0.01% | 2158 |
|
|
2022
Q4 | $163 | Buy |
+3
| New | +$163 | ﹤0.01% | 2232 |
|
|
2018
Q2 | – | Sell |
-611
| Closed | -$33K | – | 1607 |
|
|
2018
Q1 | $33K | Sell |
611
-235
| -28% | -$12.7K | ﹤0.01% | 807 |
|
|
2017
Q4 | $55K | Buy |
+846
| New | +$55K | 0.01% | 629 |
|