Disciplined Investments’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$264 | – | 728 |
|
|
2023
Q2 | $264 | Sell |
4
-1
| -20% | -$66 | ﹤0.01% | 1431 |
|
|
2023
Q1 | $327 | Buy |
5
+2
| +67% | +$131 | ﹤0.01% | 1362 |
|
|
2022
Q4 | $163 | Buy |
3
+1
| +50% | +$54 | ﹤0.01% | 1465 |
|
|
2022
Q3 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 1379 |
|
|
2022
Q2 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 1415 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1452 |
|