EWA
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EverSource Wealth Advisors’s Helios Technologies HLIO Stock Holding History

EverSource Wealth Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.04K Buy
+271
New +$9.04K ﹤0.01% 2863
2025
Q1 		– Sell
-12
Closed -$536 – 4100
2024
Q4 		$536 Buy
+12
New +$536 ﹤0.01% 3174