Bartlett & Co’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 | -$7K | – | 1154 |
|
|
2023
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 955 |
|
|
2023
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 851 |
|
|
2022
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 917 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 918 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 945 |
|
|
2022
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 855 |
|