DCM Advisors’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 |
-3,500
| Closed | -$368K | – | 199 |
|
|
2021
Q4 | $368K | Sell |
3,500
-1,500
| -30% | -$158K | 0.11% | 163 |
|
|
2021
Q3 | $411K | Hold |
5,000
| – | – | 0.16% | 152 |
|
|
2021
Q2 | $390K | Hold |
5,000
| – | – | 0.22% | 132 |
|
|
2021
Q1 | $364K | Hold |
5,000
| – | – | 0.21% | 135 |
|
|
2020
Q4 | $266K | Buy |
+5,000
| New | +$266K | 0.15% | 156 |
|