Israel Discount Bank of New York’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-565
| Closed | -$26K | – | 199 |
|
|
2019
Q1 | $26K | Hold |
565
| – | – | 0.02% | 300 |
|
|
2018
Q4 | $19K | Buy |
565
+10
| +2% | +$336 | 0.01% | 328 |
|
|
2018
Q3 | $30K | Sell |
555
-270
| -33% | -$14.6K | 0.02% | 292 |
|
|
2018
Q2 | $40K | Hold |
825
| – | – | 0.03% | 312 |
|
|
2018
Q1 | $44K | Hold |
825
| – | – | 0.03% | 286 |
|
|
2017
Q4 | $53K | Hold |
825
| – | – | 0.04% | 264 |
|
|
2017
Q3 | $45K | Buy |
+825
| New | +$45K | 0.03% | 285 |
|