American Portfolios 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
Q3 | $61K | Hold |
1,206
| – | – | ﹤0.01% | 1591 |
|
|
2022
Q2 | $79.9K | Hold |
1,206
| – | – | ﹤0.01% | 1520 |
|
|
2022
Q1 | $96.8K | Hold |
1,206
| – | – | ﹤0.01% | 1526 |
|
|
2021
Q4 | $127K | Hold |
1,206
| – | – | ﹤0.01% | 1392 |
|
|
2021
Q3 | $99K | Sell |
1,206
-35
| -3% | -$2.87K | ﹤0.01% | 1457 |
|
|
2021
Q2 | $96.8K | Hold |
1,241
| – | – | ﹤0.01% | 1433 |
|
|
2021
Q1 | $90.4K | Hold |
1,241
| – | – | ﹤0.01% | 1359 |
|
|
2020
Q4 | $66.1K | Hold |
1,241
| – | – | ﹤0.01% | 1323 |
|
|
2020
Q3 | $45.2K | Hold |
1,241
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q2 | $46.2K | Hold |
1,241
| – | – | ﹤0.01% | 1316 |
|
|
2020
Q1 | $47.1K | Hold |
1,241
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q4 | $57.4K | Hold |
1,241
| – | – | ﹤0.01% | 1290 |
|
|
2019
Q3 | $50.3K | Hold |
1,241
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q2 | $57.6K | Buy |
1,241
+2
| +0.2% | +$93 | ﹤0.01% | 1206 |
|
|
2019
Q1 | $57.6K | Sell |
1,239
-97
| -7% | -$4.51K | 0.01% | 1131 |
|
|
2018
Q4 | $44.4K | Buy |
1,336
+2
| +0.1% | +$66 | 0.01% | 1065 |
|
|
2018
Q3 | $73.1K | Sell |
1,334
-17
| -1% | -$931 | 0.01% | 959 |
|
|
2018
Q2 | $65.1K | Buy |
1,351
+2
| +0.1% | +$96 | 0.01% | 972 |
|
|
2018
Q1 | $72.3K | Buy |
1,349
+2
| +0.1% | +$107 | 0.01% | 882 |
|
|
2017
Q4 | $87.2K | Buy |
+1,347
| New | +$87.2K | 0.01% | 774 |
|