Allred Capital Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-40
| Closed | -$2.92K | – | 431 |
|
|
2021
Q1 | $2.92K | Buy |
+40
| New | +$2.92K | ﹤0.01% | 744 |
|
|
2020
Q1 | – | Sell |
-3,550
| Closed | -$164K | – | 374 |
|
|
2019
Q4 | $164K | Buy |
+3,550
| New | +$164K | 0.09% | 166 |
|
|
2019
Q3 | – | Sell |
-5,055
| Closed | -$229K | – | 174 |
|
|
2019
Q2 | $229K | Buy |
+5,055
| New | +$229K | 0.13% | 158 |
|