GPS Wealth Strategies Group’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-235
| Closed | -$11.2K | – | 1417 |
|
|
2024
Q2 | $11.2K | Hold |
235
| – | – | ﹤0.01% | 882 |
|
|
2024
Q1 | $10.5K | Hold |
235
| – | – | ﹤0.01% | 842 |
|
|
2023
Q4 | $10.7K | Sell |
235
-173
| -42% | -$7.85K | ﹤0.01% | 827 |
|
|
2023
Q3 | $22.6K | Sell |
408
-22
| -5% | -$1.22K | ﹤0.01% | 666 |
|
|
2023
Q2 | $28.4K | Hold |
430
| – | – | 0.01% | 621 |
|
|
2023
Q1 | $28.1K | Buy |
+430
| New | +$28.1K | 0.01% | 620 |
|
|
2022
Q4 | – | Sell |
-430
| Closed | -$22K | – | 541 |
|
|
2022
Q3 | $22K | Hold |
430
| – | – | 0.01% | 601 |
|
|
2022
Q2 | $28K | Sell |
430
-42
| -9% | -$2.74K | 0.01% | 552 |
|
|
2022
Q1 | $38K | Hold |
472
| – | – | 0.01% | 466 |
|
|
2021
Q4 | $50K | Hold |
472
| – | – | 0.01% | 398 |
|
|
2021
Q3 | $39K | Hold |
472
| – | – | 0.01% | 432 |
|
|
2021
Q2 | $37K | Buy |
+472
| New | +$37K | 0.01% | 469 |
|