Creative Planning’s HELIOS STRATEGIC INCOME FD, INC HSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-159
| Closed | -$1K | – | 4186 |
|
|
2014
Q2 | $1K | Hold |
159
| – | – | ﹤0.01% | 3603 |
|
|
2014
Q1 | $1K | Hold |
159
| – | – | ﹤0.01% | 3477 |
|
|
2013
Q4 | $1K | Hold |
159
| – | – | ﹤0.01% | 3282 |
|
|
2013
Q3 | $1K | Hold |
159
| – | – | ﹤0.01% | 3182 |
|
|
2013
Q2 | $1K | Buy |
+159
| New | +$1K | ﹤0.01% | 3046 |
|