IEQ Capital’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $203K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $258K | Hold |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $420K | Sell |
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|
2021
Q3 | $330K | Sell |
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|
2021
Q2 | $343K | Buy |
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