AE Wealth Management’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-242,819
| Closed | -$753K | – | 1799 |
|
|
2022
Q2 | $753K | Buy |
242,819
+153,614
| +172% | +$476K | 0.01% | 989 |
|
|
2022
Q1 | $426K | Buy |
+89,205
| New | +$426K | ﹤0.01% | 1281 |
|
|
2020
Q4 | – | Sell |
-12,515
| Closed | -$30K | – | 1370 |
|
|
2020
Q3 | $30K | Sell |
12,515
-33,936
| -73% | -$81.3K | ﹤0.01% | 1245 |
|
|
2020
Q2 | $161K | Sell |
46,451
-6,045
| -12% | -$21K | ﹤0.01% | 1165 |
|
|
2020
Q1 | $86K | Buy |
52,496
+25,975
| +98% | +$42.6K | ﹤0.01% | 1045 |
|
|
2019
Q4 | $255K | Sell |
26,521
-8,649
| -25% | -$83.2K | 0.01% | 969 |
|
|
2019
Q3 | $283K | Buy |
+35,170
| New | +$283K | 0.01% | 807 |
|