JFS Wealth Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$450 | – | 1917 |
|
|
2025
Q1 | $450 | Hold |
14
| – | – | ﹤0.01% | 1783 |
|
|
2024
Q4 | $625 | Buy |
14
+12
| +600% | +$536 | ﹤0.01% | 1754 |
|
|
2024
Q3 | $96 | Sell |
2
-8
| -80% | -$384 | ﹤0.01% | 1907 |
|
|
2024
Q2 | $478 | Hold |
10
| – | – | ﹤0.01% | 1815 |
|
|
2024
Q1 | $447 | Sell |
10
-2
| -17% | -$89 | ﹤0.01% | 1806 |
|
|
2023
Q4 | $545 | Sell |
12
-1
| -8% | -$45 | ﹤0.01% | 1788 |
|
|
2023
Q3 | $722 | Buy |
13
+2
| +18% | +$111 | ﹤0.01% | 1666 |
|
|
2023
Q2 | $727 | Sell |
11
-3
| -21% | -$198 | ﹤0.01% | 1690 |
|
|
2023
Q1 | $916 | Buy |
14
+4
| +40% | +$262 | ﹤0.01% | 1609 |
|
|
2022
Q4 | $544 | Buy |
+10
| New | +$544 | ﹤0.01% | 1726 |
|
|
2022
Q3 | – | Sell |
-13
| Closed | -$1K | – | 1807 |
|
|
2022
Q2 | $1K | Buy |
13
+7
| +117% | +$538 | ﹤0.01% | 1544 |
|
|
2022
Q1 | $0 | Buy |
6
+3
| +100% | – | ﹤0.01% | 1880 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1777 |
|