IFP Advisors’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
Q4 | $909 | Hold |
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|
2025
Q3 | $886 | Buy |
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|
2025
Q2 | – | Hold |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $2K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Buy |
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