Confluence Wealth Services’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-128	Closed	-$13K	–	627
2021 Q4	$13K	Buy	+128	New	+$13K	﹤0.01%	839