IMOV
Investment Management of Virginia’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.26M | Buy |
19,297
+1,100
| +6% | +$71.9K | 0.24% | 115 |
|
|
2022
Q4 | $991K | Sell |
18,197
-230
| -1% | -$12.5K | 0.19% | 122 |
|
|
2022
Q3 | $932K | Sell |
18,427
-40
| -0.2% | -$2.02K | 0.2% | 118 |
|
|
2022
Q2 | $1.22M | Hold |
18,467
| – | – | 0.25% | 104 |
|
|
2022
Q1 | $1.48M | Sell |
18,467
-105
| -0.6% | -$8.43K | 0.26% | 99 |
|
|
2021
Q4 | $1.95M | Sell |
18,572
-130
| -0.7% | -$13.7K | 0.31% | 90 |
|
|
2021
Q3 | $1.54M | Hold |
18,702
| – | – | 0.3% | 93 |
|
|
2021
Q2 | $1.46M | Sell |
18,702
-195
| -1% | -$15.2K | 0.28% | 98 |
|
|
2021
Q1 | $1.38M | Sell |
18,897
-135
| -0.7% | -$9.84K | 0.28% | 99 |
|
|
2020
Q4 | $1.01M | Hold |
19,032
| – | – | 0.22% | 108 |
|
|
2020
Q3 | $693K | Hold |
19,032
| – | – | 0.17% | 109 |
|
|
2020
Q2 | $709K | Buy |
19,032
+35
| +0.2% | +$1.3K | 0.18% | 105 |
|
|
2020
Q1 | $720K | Sell |
18,997
-640
| -3% | -$24.3K | 0.22% | 102 |
|
|
2019
Q4 | $908K | Sell |
19,637
-1,143
| -6% | -$52.9K | 0.21% | 97 |
|
|
2019
Q3 | $843K | Sell |
20,780
-400
| -2% | -$16.2K | 0.21% | 102 |
|
|
2019
Q2 | $983K | Sell |
21,180
-17,610
| -45% | -$817K | 0.24% | 105 |
|
|
2019
Q1 | $1.8M | Buy |
38,790
+19,105
| +97% | +$889K | 0.21% | 117 |
|
|
2018
Q4 | $653K | Buy |
+19,685
| New | +$653K | 0.17% | 121 |
|