Annis Gardner Whiting Capital Advisors’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-334	Closed	-$15.9K	–	831
2024 Q2	$15.9K	Hold	334	–	–	﹤0.01%	609
2024 Q1	$14.9K	Buy	+334	New	+$14.9K	0.01%	614