Independent Advisor Alliance’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-29,368
| Closed | -$71K | – | 551 |
|
2020
Q3 | $71K | Hold |
29,368
| – | – | 0.01% | 482 |
|
2020
Q2 | $102K | Hold |
29,368
| – | – | 0.01% | 463 |
|
2020
Q1 | $48K | Sell |
29,368
-474
| -2% | -$775 | 0.01% | 400 |
|
2019
Q4 | $287K | Sell |
29,842
-1,557
| -5% | -$15K | 0.01% | 692 |
|
2019
Q3 | $253K | Buy |
+31,399
| New | +$253K | 0.03% | 371 |
|