BB&T Securities’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,030
| Closed | -$342K | – | 1413 |
|
|
2017
Q2 | $342K | Buy |
8,030
+417
| +5% | +$17.8K | 0.01% | 1093 |
|
|
2017
Q1 | $274K | Buy |
7,613
+45
| +0.6% | +$1.62K | ﹤0.01% | 1069 |
|
|
2016
Q4 | $244K | Hold |
7,568
| – | – | ﹤0.01% | 1079 |
|
|
2016
Q3 | $244K | Buy |
7,568
+203
| +3% | +$6.55K | ﹤0.01% | 1083 |
|
|
2016
Q2 | $218K | Buy |
7,365
+175
| +2% | +$5.18K | ﹤0.01% | 1094 |
|
|
2016
Q1 | $238K | Buy |
7,190
+251
| +4% | +$8.31K | ﹤0.01% | 1017 |
|
|
2015
Q4 | $220K | Buy |
+6,939
| New | +$220K | ﹤0.01% | 1027 |
|
|
2015
Q3 | – | Sell |
-7,839
| Closed | -$298K | – | 1109 |
|
|
2015
Q2 | $298K | Buy |
+7,839
| New | +$298K | 0.01% | 897 |
|