Engineers Gate Manager’s Helios Technologies HLIO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.67M Buy
49,906
+38,054
+321% +$1.27M 0.02% 833
2025
Q1
$380K Buy
+11,852
New +$380K 0.01% 1573
2024
Q2
Sell
-9,048
Closed -$404K 2055
2024
Q1
$404K Buy
+9,048
New +$404K 0.01% 1309
2022
Q4
Sell
-14,393
Closed -$728K 1826
2022
Q3
$728K Buy
+14,393
New +$728K 0.05% 586
2022
Q1
Sell
-2,535
Closed -$267K 2041
2021
Q4
$267K Buy
+2,535
New +$267K 0.01% 1475
2020
Q3
Sell
-6,560
Closed -$244K 1808
2020
Q2
$244K Buy
+6,560
New +$244K 0.01% 1328