JFS Wealth Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $450 | Hold |
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|
2024
Q4 | $625 | Buy |
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|
2024
Q3 | $96 | Sell |
|
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|
2024
Q2 | $478 | Hold |
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|
2024
Q1 | $447 | Sell |
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|
2023
Q4 | $545 | Sell |
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|
2023
Q3 | $722 | Buy |
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|
2023
Q2 | $727 | Sell |
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|
2023
Q1 | $916 | Buy |
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|
2022
Q4 | $544 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Buy |
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|
2022
Q1 | $0 | Buy |
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|
2021
Q4 | $0 | Buy |
|