Dynamic Technology Lab’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
22,300
+5,724
| +35% | +$191K | 0.1% | 365 |
|
|
2025
Q1 | $532K | Sell |
16,576
-3,704
| -18% | -$119K | 0.08% | 457 |
|
|
2024
Q4 | $905K | Buy |
+20,280
| New | +$905K | 0.15% | 236 |
|
|
2024
Q2 | – | Sell |
-10,300
| Closed | -$460K | – | 1138 |
|
|
2024
Q1 | $460K | Buy |
10,300
+866
| +9% | +$38.7K | 0.05% | 633 |
|
|
2023
Q4 | $428K | Buy |
+9,434
| New | +$428K | 0.05% | 655 |
|
|
2023
Q2 | – | Sell |
-14,472
| Closed | -$946K | – | 1159 |
|
|
2023
Q1 | $946K | Buy |
+14,472
| New | +$946K | 0.09% | 393 |
|
|
2022
Q2 | – | Sell |
-4,700
| Closed | -$377K | – | 1300 |
|
|
2022
Q1 | $377K | Buy |
+4,700
| New | +$377K | 0.04% | 691 |
|
|
2018
Q2 | – | Sell |
-4,997
| Closed | -$268K | – | 1135 |
|
|
2018
Q1 | $268K | Buy |
+4,997
| New | +$268K | 0.04% | 756 |
|
|
2016
Q2 | – | Sell |
-7,050
| Closed | -$234K | – | 983 |
|
|
2016
Q1 | $234K | Buy |
+7,050
| New | +$234K | 0.06% | 666 |
|