Algert Global’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,754
| Closed | -$703K | – | 1284 |
|
|
2022
Q1 | $703K | Buy |
+8,754
| New | +$703K | 0.05% | 679 |
|
|
2016
Q1 | – | Sell |
-8,670
| Closed | -$275K | – | 366 |
|
|
2015
Q4 | $275K | Hold |
8,670
| – | – | 0.13% | 250 |
|
|
2015
Q3 | $238K | Hold |
8,670
| – | – | 0.13% | 252 |
|
|
2015
Q2 | $330K | Buy |
8,670
+1,560
| +22% | +$59.4K | 0.18% | 203 |
|
|
2015
Q1 | $294K | Buy |
+7,110
| New | +$294K | 0.16% | 232 |
|