Macquarie Group’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | -$21K | – | 2024 |
|
|
2022
Q3 | – | Sell |
-414
| Closed | -$27K | – | 2172 |
|
|
2022
Q2 | $27K | Hold |
414
| – | – | ﹤0.01% | 2216 |
|
|
2022
Q1 | $33 | Hold |
414
| – | – | ﹤0.01% | 2267 |
|
|
2021
Q4 | $44K | Hold |
414
| – | – | ﹤0.01% | 2195 |
|
|
2021
Q3 | $34K | Hold |
414
| – | – | ﹤0.01% | 2331 |
|
|
2021
Q2 | $32K | Sell |
414
-461
| -53% | -$35.6K | ﹤0.01% | 2251 |
|
|
2021
Q1 | $64K | Sell |
875
-415
| -32% | -$30.4K | ﹤0.01% | 2012 |
|
|
2020
Q4 | $69K | Hold |
1,290
| – | – | ﹤0.01% | 1959 |
|
|
2020
Q3 | $47K | Hold |
1,290
| – | – | ﹤0.01% | 1971 |
|
|
2020
Q2 | $48K | Buy |
+1,290
| New | +$48K | ﹤0.01% | 1938 |
|