IFP Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$128 | – | 3176 |
|
|
2025
Q1 | – | Hold |
0
| – | -$179 | – | 3792 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3799 |
|
|
2022
Q4 | – | Sell |
-99
| Closed | -$5K | – | 4696 |
|
|
2022
Q3 | $5K | Hold |
99
| – | – | ﹤0.01% | 4033 |
|
|
2022
Q2 | $5K | Hold |
99
| – | – | ﹤0.01% | 3788 |
|
|
2022
Q1 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 3788 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$3K | – | 3631 |
|
|
2018
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 3375 |
|
|
2018
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3536 |
|
|
2016
Q3 | – | Sell |
-26
| Closed | -$1K | – | 3935 |
|
|
2016
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3615 |
|