Carson Wealth (CWM LLC)’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55K | Buy |
1,652
+1,532
| +1,277% | +$51K | ﹤0.01% | 3201 |
|
|
2025
Q1 | $4K | Sell |
120
-157
| -57% | -$5.23K | ﹤0.01% | 4530 |
|
|
2024
Q4 | $12K | Buy |
277
+39
| +16% | +$1.69K | ﹤0.01% | 3757 |
|
|
2024
Q3 | $11K | Sell |
238
-4
| -2% | -$185 | ﹤0.01% | 3733 |
|
|
2024
Q2 | $12K | Buy |
242
+9
| +4% | +$446 | ﹤0.01% | 3430 |
|
|
2024
Q1 | $10K | Sell |
233
-65
| -22% | -$2.79K | ﹤0.01% | 3328 |
|
|
2023
Q4 | $14K | Buy |
298
+287
| +2,609% | +$13.5K | ﹤0.01% | 2985 |
|
|
2023
Q3 | $1K | Sell |
11
-74
| -87% | -$6.73K | ﹤0.01% | 3990 |
|
|
2023
Q2 | $6K | Buy |
85
+48
| +130% | +$3.39K | ﹤0.01% | 3345 |
|
|
2023
Q1 | $2K | Sell |
37
-67
| -64% | -$3.62K | ﹤0.01% | 3650 |
|
|
2022
Q4 | $6K | Buy |
+104
| New | +$6K | ﹤0.01% | 3073 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$21K | – | 3639 |
|
|
2021
Q4 | $21K | Buy |
+200
| New | +$21K | ﹤0.01% | 1964 |
|