Lenox Wealth Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 530 |
|
|
2020
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 491 |
|
|
2019
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 490 |
|
|
2019
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 511 |
|
|
2019
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 491 |
|
|
2019
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 477 |
|
|
2018
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 466 |
|
|
2018
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 437 |
|
|
2018
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 404 |
|
|
2018
Q1 | $8K | Hold |
150
| – | – | ﹤0.01% | 371 |
|
|
2017
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 387 |
|
|
2017
Q3 | $8K | Hold |
150
| – | – | ﹤0.01% | 418 |
|
|
2017
Q2 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 413 |
|