Caldwell Trust’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-105
|
|
||||
|
2024
Q4 | $4.69K | Hold |
105
|
|
||||
|
2024
Q3 | $5.01K | Sell |
105
-265
|
|
||||
|
2024
Q2 | $17.7K | Hold |
370
|
|
||||
|
2024
Q1 | $16.5K | Hold |
370
|
|
||||
|
2023
Q4 | $16.8K | Hold |
370
|
|
||||
|
2023
Q3 | $20.5K | Hold |
370
|
|
||||
|
2023
Q2 | $24.5K | Hold |
370
|
|
||||
|
2023
Q1 | $24.2K | Hold |
370
|
|
||||
|
2022
Q4 | $20.1K | Hold |
370
|
|
||||
|
2022
Q3 | $18.7K | Hold |
370
|
|
||||
|
2022
Q2 | $24.5K | Hold |
370
|
|
||||
|
2022
Q1 | $29.7K | Hold |
370
|
|
||||
|
2021
Q4 | $38.9K | Hold |
370
|
|
||||
|
2021
Q3 | $30.4K | Hold |
370
|
|
||||
|
2021
Q2 | $28.9K | Buy |
+370
|
|
||||
|
2020
Q1 | – | Sell |
-47
|
|
||||
|
2019
Q4 | $2.17K | Buy |
+47
|
|