Janney Montgomery Scott’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,626
| Closed | -$306K | – | 2631 |
|
|
2022
Q4 | $306K | Buy |
+5,626
| New | +$306K | ﹤0.01% | 2115 |
|
|
2018
Q3 | – | Sell |
-9,316
| Closed | -$449K | – | 2093 |
|
|
2018
Q2 | $449K | Sell |
9,316
-125
| -1% | -$6.03K | ﹤0.01% | 1455 |
|
|
2018
Q1 | $506K | Buy |
+9,441
| New | +$506K | 0.01% | 1328 |
|
|
2014
Q2 | – | Sell |
-6,560
| Closed | -$284K | – | 2229 |
|
|
2014
Q1 | $284K | Hold |
6,560
| – | – | 0.01% | 1490 |
|
|
2013
Q4 | $268K | Hold |
6,560
| – | – | 0.01% | 1514 |
|
|
2013
Q3 | $238K | Buy |
+6,560
| New | +$238K | 0.01% | 1513 |
|