Investment Management of Virginia’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $991K | Sell |
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|
2022
Q3 | $932K | Sell |
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|
2022
Q2 | $1.22M | Hold |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.95M | Sell |
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|
2021
Q3 | $1.54M | Hold |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.38M | Sell |
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|
2020
Q4 | $1.01M | Hold |
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|
2020
Q3 | $693K | Hold |
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|
2020
Q2 | $709K | Buy |
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|
2020
Q1 | $720K | Sell |
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|
2019
Q4 | $908K | Sell |
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|
2019
Q3 | $843K | Sell |
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|
2019
Q2 | $983K | Sell |
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|
2019
Q1 | $1.8M | Buy |
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|
2018
Q4 | $653K | Buy |
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