Axiom Investors’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 | – | Sell |
-38,585
| Closed | -$2.56M | – | 122 |
|
2022
Q2 | $2.56M | Sell |
38,585
-26,587
| -41% | -$1.76M | 0.08% | 97 |
|
2022
Q1 | $5.23M | Sell |
65,172
-28,487
| -30% | -$2.29M | 0.12% | 76 |
|
2021
Q4 | $9.85M | Buy |
93,659
+5,749
| +7% | +$605K | 0.18% | 65 |
|
2021
Q3 | $7.22M | Buy |
87,910
+2,285
| +3% | +$188K | 0.12% | 79 |
|
2021
Q2 | $6.68M | Buy |
85,625
+8,445
| +11% | +$659K | 0.11% | 80 |
|
2021
Q1 | $5.62M | Buy |
+77,180
| New | +$5.62M | 0.1% | 87 |
|