Baird Financial Group’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,541
| Closed | -$234K | – | 1733 |
|
|
2023
Q2 | $234K | Buy |
3,541
+184
| +5% | +$12.2K | ﹤0.01% | 1570 |
|
|
2023
Q1 | $220K | Buy |
+3,357
| New | +$220K | ﹤0.01% | 1592 |
|
|
2022
Q3 | – | Sell |
-6,099
| Closed | -$404K | – | 1760 |
|
|
2022
Q2 | $404K | Buy |
6,099
+102
| +2% | +$6.76K | ﹤0.01% | 1424 |
|
|
2022
Q1 | $481K | Buy |
5,997
+137
| +2% | +$11K | ﹤0.01% | 1421 |
|
|
2021
Q4 | $616K | Buy |
5,860
+590
| +11% | +$62K | ﹤0.01% | 1391 |
|
|
2021
Q3 | $433K | Buy |
+5,270
| New | +$433K | ﹤0.01% | 1526 |
|