Gradient Investments’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-51
| Closed | -$609 | – | 751 |
|
|
2024
Q2 | $609 | Sell |
51
-25
| -33% | -$299 | ﹤0.01% | 1161 |
|
|
2024
Q1 | $824 | Sell |
76
-4
| -5% | -$43 | ﹤0.01% | 936 |
|
|
2023
Q4 | $822 | Hold |
80
| – | – | ﹤0.01% | 1487 |
|
|
2023
Q3 | $894 | Buy |
80
+25
| +45% | +$279 | ﹤0.01% | 1409 |
|
|
2023
Q2 | $406 | Buy |
55
+4
| +8% | +$30 | ﹤0.01% | 1565 |
|
|
2023
Q1 | $395 | Buy |
+51
| New | +$395 | ﹤0.01% | 1306 |
|