Marshall Wace North America’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-31,284
| Closed | -$1.67M | – | 1572 |
|
2020
Q4 | $1.67M | Sell |
31,284
-3,602
| -10% | -$192K | 0.01% | 804 |
|
2020
Q3 | $1.27M | Buy |
34,886
+9,331
| +37% | +$340K | 0.01% | 735 |
|
2020
Q2 | $951K | Buy |
+25,555
| New | +$951K | 0.01% | 771 |
|
2018
Q4 | – | Sell |
-12,761
| Closed | -$699K | – | 1550 |
|
2018
Q3 | $699K | Buy |
+12,761
| New | +$699K | ﹤0.01% | 663 |
|