J.P. Morgan Private Wealth Advisors’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,380
| Closed | -$286K | – | 1655 |
|
|
2023
Q1 | $286K | Buy |
4,380
+207
| +5% | +$13.5K | ﹤0.01% | 1695 |
|
|
2022
Q4 | $227K | Buy |
4,173
+48
| +1% | +$2.61K | ﹤0.01% | 1766 |
|
|
2022
Q3 | $209K | Sell |
4,125
-189
| -4% | -$9.58K | ﹤0.01% | 1791 |
|
|
2022
Q2 | $286K | Sell |
4,314
-568
| -12% | -$37.7K | ﹤0.01% | 1673 |
|
|
2022
Q1 | $392K | Sell |
4,882
-102
| -2% | -$8.19K | ﹤0.01% | 1638 |
|
|
2021
Q4 | $524K | Sell |
4,984
-834
| -14% | -$87.7K | ﹤0.01% | 1533 |
|
|
2021
Q3 | $478K | Buy |
5,818
+40
| +0.7% | +$3.29K | ﹤0.01% | 1516 |
|
|
2021
Q2 | $451K | Buy |
5,778
+312
| +6% | +$24.4K | ﹤0.01% | 1516 |
|
|
2021
Q1 | $398K | Sell |
5,466
-300
| -5% | -$21.8K | ﹤0.01% | 1413 |
|
|
2020
Q4 | $307K | Buy |
+5,766
| New | +$307K | ﹤0.01% | 1488 |
|
|
2017
Q3 | – | Sell |
-6,604
| Closed | -$282K | – | 1259 |
|
|
2017
Q2 | $282K | Buy |
6,604
+909
| +16% | +$38.8K | ﹤0.01% | 1035 |
|
|
2017
Q1 | $206K | Buy |
+5,695
| New | +$206K | ﹤0.01% | 1231 |
|