C.M. Bidwell & Associates’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$3K | ﹤0.01% | 488 |
|
|
2019
Q2 | – | Sell |
-1,640
| Closed | -$76K | – | 417 |
|
|
2019
Q1 | $76K | Buy |
+1,640
| New | +$76K | 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 | +$87K | 0.13% | 161 |
|