Ladenburg Thalmann Financial Services’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $37K | Sell |
806
-100
| -11% | -$4.59K | ﹤0.01% | 3730 |
|
|
2019
Q3 | $36K | Buy |
906
+750
| +481% | +$29.8K | ﹤0.01% | 3659 |
|
|
2019
Q2 | $8K | Hold |
156
| – | – | ﹤0.01% | 4523 |
|
|
2019
Q1 | $8K | Hold |
156
| – | – | ﹤0.01% | 4465 |
|
|
2018
Q4 | $5K | Hold |
156
| – | – | ﹤0.01% | 4589 |
|
|
2018
Q3 | $8K | Buy |
156
+100
| +179% | +$5.13K | ﹤0.01% | 4389 |
|
|
2018
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 4759 |
|
|
2018
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 4759 |
|
|
2017
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 4596 |
|
|
2017
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 4569 |
|
|
2017
Q2 | $2K | Sell |
56
-52
| -48% | -$1.86K | ﹤0.01% | 4599 |
|
|
2017
Q1 | $4K | Sell |
108
-20
| -16% | -$741 | ﹤0.01% | 4373 |
|
|
2016
Q4 | $5K | Hold |
128
| – | – | ﹤0.01% | 4223 |
|
|
2016
Q3 | $4K | Sell |
128
-505
| -80% | -$15.8K | ﹤0.01% | 4258 |
|
|
2016
Q2 | $19K | Buy |
+633
| New | +$19K | ﹤0.01% | 3370 |
|
|
2015
Q4 | – | Sell |
-131
| Closed | -$4K | – | 4720 |
|
|
2015
Q3 | $4K | Buy |
131
+8
| +7% | +$244 | ﹤0.01% | 4031 |
|
|
2015
Q2 | $5K | Hold |
123
| – | – | ﹤0.01% | 4047 |
|
|
2015
Q1 | $5K | Sell |
123
-428
| -78% | -$17.4K | ﹤0.01% | 3973 |
|
|
2014
Q4 | $22K | Buy |
551
+447
| +430% | +$17.8K | ﹤0.01% | 2921 |
|
|
2014
Q3 | $4K | Sell |
104
-727
| -87% | -$28K | ﹤0.01% | 3482 |
|
|
2014
Q2 | $34K | Buy |
831
+105
| +14% | +$4.3K | ﹤0.01% | 2281 |
|
|
2014
Q1 | $31K | Buy |
726
+3
| +0.4% | +$128 | ﹤0.01% | 2269 |
|
|
2013
Q4 | $30K | Buy |
723
+2
| +0.3% | +$83 | ﹤0.01% | 2266 |
|
|
2013
Q3 | $26K | Buy |
721
+2
| +0.3% | +$72 | ﹤0.01% | 2269 |
|
|
2013
Q2 | $22K | Buy |
+719
| New | +$22K | ﹤0.01% | 2283 |
|