Madison Asset 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
Q3 | – | Sell |
-30,141
| Closed | -$1.44M | – | 334 |
|
|
2024
Q2 | $1.44M | Buy |
30,141
+266
| +0.9% | +$12.7K | 0.02% | 275 |
|
|
2024
Q1 | $1.34M | Sell |
29,875
-119
| -0.4% | -$5.32K | 0.02% | 275 |
|
|
2023
Q4 | $1.36M | Sell |
29,994
-37,075
| -55% | -$1.68M | 0.02% | 275 |
|
|
2023
Q3 | $3.72M | Buy |
67,069
+8,328
| +14% | +$462K | 0.05% | 191 |
|
|
2023
Q2 | $3.88M | Buy |
58,741
+12,451
| +27% | +$823K | 0.06% | 191 |
|
|
2023
Q1 | $3.03M | Buy |
46,290
+8,926
| +24% | +$584K | 0.05% | 215 |
|
|
2022
Q4 | $2.03M | Buy |
+37,364
| New | +$2.03M | 0.03% | 243 |
|