Covestor’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
17
+3
| +21% | +$176 | ﹤0.01% | 2004 |
|
|
2025
Q1 | $0 | Buy |
14
+5
| +56% | – | ﹤0.01% | 2435 |
|
|
2024
Q4 | $0 | Buy |
9
+3
| +50% | – | ﹤0.01% | 2450 |
|
|
2024
Q3 | $0 | Sell |
6
-2
| -25% | – | ﹤0.01% | 2432 |
|
|
2024
Q2 | $0 | Sell |
8
-5
| -38% | – | ﹤0.01% | 2449 |
|
|
2024
Q1 | $1K | Buy |
13
+9
| +225% | +$692 | ﹤0.01% | 1993 |
|
|
2023
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 2371 |
|
|
2023
Q3 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 2361 |
|
|
2023
Q2 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 2357 |
|
|
2023
Q1 | $0 | Sell |
4
-14
| -78% | – | ﹤0.01% | 2266 |
|
|
2022
Q4 | $1K | Sell |
18
-4
| -18% | -$222 | ﹤0.01% | 1881 |
|
|
2022
Q3 | $1K | Buy |
22
+13
| +144% | +$591 | ﹤0.01% | 1807 |
|
|
2022
Q2 | $1K | Sell |
9
-4
| -31% | -$444 | ﹤0.01% | 1724 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 1829 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1775 |
|