Blue Trust Inc’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-140
| Closed | -$6.69K | – | 2678 |
|
|
2024
Q3 | $6.69K | Buy |
140
+89
| +175% | +$4.25K | ﹤0.01% | 2324 |
|
|
2024
Q2 | $2.28K | Buy |
+51
| New | +$2.28K | ﹤0.01% | 2415 |
|
|
2024
Q1 | – | Sell |
-28
| Closed | -$2K | – | 2431 |
|
|
2023
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 2153 |
|