Avantax Planning Partners’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,180	Closed	-$65K	–	671
2018 Q3	$65K	Buy	+1,180	New	+$65K	0.01%	433
2018 Q2	–	Sell	-1,235	Closed	-$66K	–	750
2018 Q1	$66K	Buy	+1,235	New	+$66K	0.01%	479