Advisory Services Network’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 |
-15
| Closed | -$680 | – | 2409 |
|
|
2023
Q4 | $680 | Buy |
+15
| New | +$680 | ﹤0.01% | 3592 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | -$981 | – | 2401 |
|
|
2023
Q1 | $981 | Buy |
+15
| New | +$981 | ﹤0.01% | 3619 |
|
|
2019
Q1 | – | Sell |
-95
| Closed | -$3K | – | 2598 |
|
|
2018
Q4 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 2203 |
|
|
2017
Q3 | – | Sell |
-54
| Closed | -$2K | – | 2376 |
|
|
2017
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 2101 |
|
|
2017
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 1966 |
|