LA
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Lucus Advisors’s Helios Technologies HLIO Stock Holding History

Lucus Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-13,013
Closed -$538K – 359
2015
Q1 		$538K Buy
13,013
+5,723
+79% +$237K 0.27% 75
2014
Q4 		$287K Buy
+7,290
New +$287K 0.13% 297