Bartlett & Co Wealth Management’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 |
-100
| Closed | -$6.61K | – | 1190 |
|
|
2023
Q2 | $6.61K | Hold |
100
| – | – | ﹤0.01% | 963 |
|
|
2023
Q1 | $6.54K | Hold |
100
| – | – | ﹤0.01% | 861 |
|
|
2022
Q4 | $5.44K | Hold |
100
| – | – | ﹤0.01% | 908 |
|
|
2022
Q3 | $5.06K | Hold |
100
| – | – | ﹤0.01% | 927 |
|
|
2022
Q2 | $6.63K | Hold |
100
| – | – | ﹤0.01% | 962 |
|
|
2022
Q1 | $8.03K | Buy |
+100
| New | +$8.03K | ﹤0.01% | 858 |
|