Bell Investment Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334 | Hold |
10
| – | – | ﹤0.01% | 1824 |
|
|
2025
Q1 | $321 | Hold |
10
| – | – | ﹤0.01% | 1842 |
|
|
2024
Q4 | $447 | Hold |
10
| – | – | ﹤0.01% | 1805 |
|
|
2024
Q3 | $477 | Hold |
10
| – | – | ﹤0.01% | 1790 |
|
|
2024
Q2 | $478 | Hold |
10
| – | – | ﹤0.01% | 1831 |
|
|
2024
Q1 | $447 | Hold |
10
| – | – | ﹤0.01% | 1851 |
|
|
2023
Q4 | $454 | Hold |
10
| – | – | ﹤0.01% | 1856 |
|
|
2023
Q3 | $555 | Sell |
10
-10
| -50% | -$555 | ﹤0.01% | 1750 |
|
|
2023
Q2 | $1.32K | Sell |
20
-9
| -31% | -$595 | ﹤0.01% | 1488 |
|
|
2023
Q1 | $1.9K | Sell |
29
-37
| -56% | -$2.42K | ﹤0.01% | 1297 |
|
|
2022
Q4 | $3.59K | Buy |
66
+20
| +43% | +$1.09K | ﹤0.01% | 980 |
|
|
2022
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q2 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 949 |
|
|
2021
Q4 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 764 |
|