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 |
|