EWM
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Evercore Wealth Management’s Helios Technologies HLIO Stock Holding History

Evercore Wealth Management’s Portfolio HLIO Stock Details HLIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-132
Closed -$5K – 1011
2014
Q4 		$5K Hold
132
– – ﹤0.01% 792
2014
Q3 		$5K Hold
132
– – ﹤0.01% 865
2014
Q2 		$5K Buy
+132
New +$5K ﹤0.01% 904