Aigen Investment Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
+23,951
| New | +$799K | 0.11% | 292 |
|
|
2024
Q3 | – | Sell |
-4,835
| Closed | -$231K | – | 844 |
|
|
2024
Q2 | $231K | Buy |
+4,835
| New | +$231K | 0.04% | 585 |
|
|
2021
Q4 | – | Sell |
-3,134
| Closed | -$257K | – | 1093 |
|
|
2021
Q3 | $257K | Sell |
3,134
-268
| -8% | -$22K | 0.05% | 368 |
|
|
2021
Q2 | $266K | Sell |
3,402
-1,329
| -28% | -$104K | 0.05% | 349 |
|
|
2021
Q1 | $345K | Sell |
4,731
-325
| -6% | -$23.7K | 0.05% | 371 |
|
|
2020
Q4 | $269K | Buy |
+5,056
| New | +$269K | 0.04% | 581 |
|
|
2020
Q3 | – | Sell |
-8,552
| Closed | -$319K | – | 966 |
|
|
2020
Q2 | $319K | Buy |
+8,552
| New | +$319K | 0.04% | 604 |
|
|
2020
Q1 | – | Sell |
-1,564
| Closed | -$72K | – | 1383 |
|
|
2019
Q4 | $72K | Buy |
+1,564
| New | +$72K | 0.01% | 742 |
|