Kennedy Capital Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-71,960
| Closed | -$3.22M | – | 724 |
|
|
2024
Q1 | $3.22M | Sell |
71,960
-24,562
| -25% | -$1.1M | 0.07% | 430 |
|
|
2023
Q4 | $4.38M | Sell |
96,522
-23,026
| -19% | -$1.04M | 0.1% | 329 |
|
|
2023
Q3 | $6.63M | Sell |
119,548
-989
| -0.8% | -$54.9K | 0.16% | 230 |
|
|
2023
Q2 | $7.97M | Buy |
120,537
+67,380
| +127% | +$4.45M | 0.19% | 205 |
|
|
2023
Q1 | $3.48M | Buy |
+53,157
| New | +$3.48M | 0.1% | 324 |
|