First Trust Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $607K | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $2.03M | Buy |
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|
2022
Q2 | $2.64M | Sell |
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|
2022
Q1 | $3.95M | Sell |
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|
2021
Q4 | $7.11M | Buy |
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|
2021
Q3 | $680K | Sell |
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|
2021
Q2 | $682K | Sell |
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|
2021
Q1 | $3.58M | Buy |
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|
2020
Q4 | $419K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $1.92M | Buy |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $2.64M | Buy |
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|
2019
Q2 | $2.37M | Buy |
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|
2019
Q1 | $536K | Sell |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $705K | Sell |
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|
2018
Q2 | $1.74M | Sell |
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|
2018
Q1 | $2.4M | Sell |
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|
2017
Q4 | $3.44M | Buy |
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|
2017
Q3 | $392K | Sell |
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|
2017
Q2 | $493K | Sell |
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|
2017
Q1 | $762K | Buy |
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|
2016
Q4 | $522K | Sell |
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|
2016
Q3 | $772K | Buy |
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|
2016
Q2 | $527K | Buy |
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