HighTower Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,879
| Closed | -$447K | – | 2106 |
|
|
2017
Q4 | $447K | Buy |
+6,879
| New | +$447K | ﹤0.01% | 1492 |
|
|
2016
Q2 | – | Sell |
-13,286
| Closed | -$437K | – | 1820 |
|
|
2016
Q1 | $437K | Buy |
13,286
+605
| +5% | +$19.9K | ﹤0.01% | 1367 |
|
|
2015
Q4 | $401K | Buy |
12,681
+2,769
| +28% | +$87.6K | ﹤0.01% | 1427 |
|
|
2015
Q3 | $277K | Buy |
9,912
+137
| +1% | +$3.83K | ﹤0.01% | 1489 |
|
|
2015
Q2 | $372K | Buy |
+9,775
| New | +$372K | 0.01% | 1115 |
|
|
2013
Q3 | – | Sell |
-25,171
| Closed | -$813K | – | 1329 |
|
|
2013
Q2 | $813K | Buy |
+25,171
| New | +$813K | 0.02% | 656 |
|