AWM
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AE Wealth Management’s Helix Energy Solutions HLX Stock Holding History

AE Wealth Management’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$180K Buy
+18,215
New +$155K ﹤0.01% 1628
2022
Q3 		– Sell
-242,819
Closed -$753K – 1803
2022
Q2 		$753K Buy
242,819
+153,614
+172% +$664K 0.01% 992
2022
Q1 		$426K Buy
+89,205
New +$366K ﹤0.01% 1284
2020
Q4 		– Sell
-12,515
Closed -$30K – 1387
2020
Q3 		$30K Sell
12,515
-33,936
-73% -$124K ﹤0.01% 1250
2020
Q2 		$161K Sell
46,451
-6,045
-12% -$16.3K ﹤0.01% 1169
2020
Q1 		$86K Buy
52,496
+25,975
+98% +$171K ﹤0.01% 1050
2019
Q4 		$255K Sell
26,521
-8,649
-25% -$74.9K 0.01% 970
2019
Q3 		$283K Buy
+35,170
New +$284K 0.01% 807

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