Baird’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-7,510
| Closed | -$305K | – | 1128 |
|
|
2014
Q2 | $305K | Sell |
7,510
-9,151
| -55% | -$372K | ﹤0.01% | 975 |
|
|
2014
Q1 | $722K | Buy |
16,661
+201
| +1% | +$8.71K | 0.01% | 733 |
|
|
2013
Q4 | $672K | Sell |
16,460
-1
| -0% | -$41 | 0.01% | 726 |
|
|
2013
Q3 | $597K | Sell |
16,461
-273
| -2% | -$9.9K | 0.01% | 729 |
|
|
2013
Q2 | $523K | Buy |
+16,734
| New | +$523K | 0.01% | 744 |
|