Geneos Wealth Management’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,030
| Closed | -$24K | – | 2668 |
|
|
2022
Q1 | $24K | Buy |
+5,030
| New | +$24K | ﹤0.01% | 1714 |
|
|
2021
Q3 | – | Sell |
-412
| Closed | -$2K | – | 2861 |
|
|
2021
Q2 | $2K | Hold |
412
| – | – | ﹤0.01% | 2659 |
|
|
2021
Q1 | $1K | Hold |
412
| – | – | ﹤0.01% | 3021 |
|
|
2020
Q4 | $2K | Buy |
+412
| New | +$2K | ﹤0.01% | 2698 |
|
|
2020
Q3 | – | Sell |
-412
| Closed | -$1K | – | 2660 |
|
|
2020
Q2 | $1K | Buy |
+412
| New | +$1K | ﹤0.01% | 2468 |
|
|
2020
Q1 | – | Sell |
-412
| Closed | -$3K | – | 2536 |
|
|
2019
Q4 | $3K | Sell |
412
-818
| -67% | -$5.96K | ﹤0.01% | 2299 |
|
|
2019
Q3 | $10K | Buy |
1,230
+1,000
| +435% | +$8.13K | ﹤0.01% | 1890 |
|
|
2019
Q2 | $1K | Hold |
230
| – | – | ﹤0.01% | 2408 |
|
|
2019
Q1 | $1K | Hold |
230
| – | – | ﹤0.01% | 2323 |
|
|
2018
Q4 | $1K | Hold |
230
| – | – | ﹤0.01% | 2305 |
|
|
2018
Q3 | $2K | Hold |
230
| – | – | ﹤0.01% | 2254 |
|
|
2018
Q2 | $1K | Hold |
230
| – | – | ﹤0.01% | 2189 |
|
|
2018
Q1 | $1K | Hold |
230
| – | – | ﹤0.01% | 2100 |
|
|
2017
Q4 | $1K | Hold |
230
| – | – | ﹤0.01% | 2099 |
|
|
2017
Q3 | $1K | Hold |
230
| – | – | ﹤0.01% | 2045 |
|
|
2017
Q2 | $1K | Hold |
230
| – | – | ﹤0.01% | 1997 |
|
|
2017
Q1 | $1K | Hold |
230
| – | – | ﹤0.01% | 1987 |
|
|
2016
Q4 | $2K | Hold |
230
| – | – | ﹤0.01% | 1862 |
|
|
2016
Q3 | $1K | Hold |
230
| – | – | ﹤0.01% | 1883 |
|
|
2016
Q2 | $1K | Hold |
230
| – | – | ﹤0.01% | 1742 |
|
|
2016
Q1 | $1K | Buy |
+230
| New | +$1K | ﹤0.01% | 1724 |
|