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Affinity Investment Advisors’s Helios Technologies HLIO Stock Holding History

Affinity Investment Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,836
Closed -$378K – 187
2017
Q4 		$378K Buy
5,836
+57
+1% +$3.69K 0.04% 112
2017
Q3 		$312K Hold
5,779
– – 0.04% 123
2017
Q2 		$247K Buy
+5,779
New +$247K 0.03% 140