Cadence Capital Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-31,214
| Closed | -$1.69M | – | 664 |
|
|
2017
Q3 | $1.69M | Buy |
31,214
+1,497
| +5% | +$80.9K | 0.11% | 237 |
|
|
2017
Q2 | $1.27M | Buy |
+29,717
| New | +$1.27M | 0.09% | 296 |
|
|
2014
Q3 | – | Sell |
-30,381
| Closed | -$1.23M | – | 566 |
|
|
2014
Q2 | $1.23M | Sell |
30,381
-3,359
| -10% | -$136K | 0.06% | 372 |
|
|
2014
Q1 | $1.46M | Buy |
+33,740
| New | +$1.46M | 0.06% | 364 |
|