Arax Advisory Partners’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 2563 |
|
|
2025
Q1 | – | Sell |
-161
| Closed | -$7.19K | – | 2844 |
|
|
2024
Q4 | $7.19K | Sell |
161
-4
| -2% | -$179 | ﹤0.01% | 1610 |
|
|
2024
Q3 | $7.87K | Hold |
165
| – | – | ﹤0.01% | 1512 |
|
|
2024
Q2 | $7.88K | Buy |
+165
| New | +$7.88K | ﹤0.01% | 1386 |
|
|
2023
Q3 | – | Sell |
-8
| Closed | -$529 | – | 1335 |
|
|
2023
Q2 | $529 | Sell |
8
-8
| -50% | -$529 | ﹤0.01% | 1204 |
|
|
2023
Q1 | $1.05K | Hold |
16
| – | – | ﹤0.01% | 1093 |
|
|
2022
Q4 | $871 | Hold |
16
| – | – | ﹤0.01% | 1104 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q2 | $1K | Sell |
16
-2
| -11% | -$125 | ﹤0.01% | 1052 |
|
|
2022
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 885 |
|