CMBA
HLIO icon

C.M. Bidwell & Associates’s Helios Technologies HLIO Stock Holding History

C.M. Bidwell & Associates’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.05K Hold
78
– – ﹤0.01% 320
2025
Q4 		$4.17K Hold
78
– – ﹤0.01% 349
2025
Q3 		$4.07K Buy
+78
New +$3.64K ﹤0.01% 353
2022
Q3 		– Sell
-30
Closed -$2K – 502
2022
Q2 		$2K Hold
30
– – ﹤0.01% 431
2022
Q1 		$2K Hold
30
– – ﹤0.01% 476
2021
Q4 		$3K Buy
+30
New +$2.92K ﹤0.01% 488
2019
Q2 		– Sell
-1,640
Closed -$76K – 417
2019
Q1 		$76K Buy
+1,640
New +$65.5K 0.08% 207
2018
Q1 		– Sell
-1,620
Closed -$105K – 405
2017
Q4 		$105K Hold
1,620
– – 0.09% 204
2017
Q3 		$87K Buy
+1,620
New +$75.1K 0.13% 161

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