DPW
DiNuzzo Private Wealth’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$33 | – | 1382 |
|
|
2025
Q1 | $33 | Sell |
1
-5
| -83% | -$165 | ﹤0.01% | 1348 |
|
|
2024
Q4 | $268 | Buy |
6
+4
| +200% | +$179 | ﹤0.01% | 1231 |
|
|
2024
Q3 | $96 | Sell |
2
-3
| -60% | -$144 | ﹤0.01% | 1371 |
|
|
2024
Q2 | $239 | Buy |
5
+1
| +25% | +$48 | ﹤0.01% | 1238 |
|
|
2024
Q1 | $179 | Sell |
4
-1
| -20% | -$45 | ﹤0.01% | 1216 |
|
|
2023
Q4 | $227 | Buy |
+5
| New | +$227 | ﹤0.01% | 1194 |
|