Hillsdale Investment Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,600
| Closed | -$769K | – | 567 |
|
|
2022
Q2 | $769K | Hold |
11,600
| – | – | 0.06% | 224 |
|
|
2022
Q1 | $931K | Hold |
11,600
| – | – | 0.06% | 244 |
|
|
2021
Q4 | $1.22M | Sell |
11,600
-2,000
| -15% | -$210K | 0.08% | 201 |
|
|
2021
Q3 | $1.12M | Sell |
13,600
-1,500
| -10% | -$123K | 0.09% | 203 |
|
|
2021
Q2 | $1.18M | Buy |
15,100
+200
| +1% | +$15.6K | 0.09% | 200 |
|
|
2021
Q1 | $1.09M | Buy |
+14,900
| New | +$1.09M | 0.09% | 233 |
|