Avalon Trust’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 | $13.3K | Hold |
400
| – | – | ﹤0.01% | 338 |
|
|
2025
Q1 | $12.8K | Hold |
400
| – | – | ﹤0.01% | 353 |
|
|
2024
Q4 | $17.9K | Hold |
400
| – | – | ﹤0.01% | 293 |
|
|
2024
Q3 | $19.1K | Hold |
400
| – | – | ﹤0.01% | 264 |
|
|
2024
Q2 | $19.1K | Hold |
400
| – | – | ﹤0.01% | 266 |
|
|
2024
Q1 | $17.9K | Hold |
400
| – | – | ﹤0.01% | 276 |
|
|
2023
Q4 | $18.1K | Hold |
400
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $22.2K | Hold |
400
| – | – | ﹤0.01% | 225 |
|
|
2023
Q2 | $26.4K | Hold |
400
| – | – | ﹤0.01% | 241 |
|
|
2023
Q1 | $26.2K | Buy |
+400
| New | +$26.2K | ﹤0.01% | 229 |
|