Carson Wealth (CWM LLC)’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $98K | Buy |
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|
2025
Q2 | $55K | Buy |
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|
2025
Q1 | $4K | Sell |
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|
2024
Q4 | $12K | Buy |
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|
2024
Q3 | $11K | Sell |
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|
2024
Q2 | $12K | Buy |
|
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|
2024
Q1 | $10K | Sell |
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|
2023
Q4 | $14K | Buy |
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|
2023
Q3 | $1K | Sell |
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|
2023
Q2 | $6K | Buy |
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|
2023
Q1 | $2K | Sell |
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|
2022
Q4 | $6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $21K | Buy |
|