IFP Advisors’s Helios Technologies HLIO Stock Holding History

IFP Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold
2025 Q1	–	Hold
2024 Q4	–	Hold
2022 Q4	–	Sell
2022 Q3	$5K	Hold
2022 Q2	$5K	Hold
2022 Q1	$5K	Buy
2018 Q4	–	Sell
2018 Q3	$3K	Hold
2018 Q2	$2K	Buy
2016 Q3	–	Sell
2016 Q2	$1K	Buy