JNBA Financial Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13
| Closed | -$722 | – | 727 |
|
|
2023
Q3 | $722 | Hold |
13
| – | – | ﹤0.01% | 690 |
|
|
2023
Q2 | $860 | Hold |
13
| – | – | ﹤0.01% | 668 |
|
|
2023
Q1 | $851 | Buy |
+13
| New | +$851 | ﹤0.01% | 675 |
|
|
2016
Q4 | – | Sell |
-31
| Closed | -$1K | – | 847 |
|
|
2016
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1512 |
|