ALPS Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,336
| Closed | -$456K | – | 890 |
|
|
2021
Q4 | $456K | Buy |
4,336
+53
| +1% | +$5.57K | 0.01% | 543 |
|
|
2021
Q3 | $352K | Buy |
+4,283
| New | +$352K | ﹤0.01% | 717 |
|
|
2015
Q3 | – | Sell |
-13,375
| Closed | -$510K | – | 716 |
|
|
2015
Q2 | $510K | Buy |
13,375
+208
| +2% | +$7.93K | ﹤0.01% | 486 |
|
|
2015
Q1 | $545K | Sell |
13,167
-331
| -2% | -$13.7K | ﹤0.01% | 313 |
|
|
2014
Q4 | $532K | Sell |
13,498
-1,834
| -12% | -$72.3K | ﹤0.01% | 422 |
|
|
2014
Q3 | $576K | Buy |
15,332
+1,480
| +11% | +$55.6K | ﹤0.01% | 401 |
|
|
2014
Q2 | $562K | Buy |
13,852
+352
| +3% | +$14.3K | ﹤0.01% | 467 |
|
|
2014
Q1 | $585K | Buy |
+13,500
| New | +$585K | 0.01% | 333 |
|