MPWT
MassMutual Private Wealth & Trust’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8K | Buy |
54
+51
| +1,700% | +$1.7K | ﹤0.01% | 1982 |
|
|
2025
Q1 | $96 | Buy |
+3
| New | +$96 | ﹤0.01% | 2334 |
|
|
2024
Q3 | – | Sell |
-7
| Closed | -$334 | – | 2197 |
|
|
2024
Q2 | $334 | Hold |
7
| – | – | ﹤0.01% | 2012 |
|
|
2024
Q1 | $313 | Hold |
7
| – | – | ﹤0.01% | 1928 |
|
|
2023
Q4 | $317 | Buy |
+7
| New | +$317 | ﹤0.01% | 1871 |
|
|
2016
Q2 | – | Sell |
-31
| Closed | -$1.03K | – | 909 |
|
|
2016
Q1 | $1.03K | Hold |
31
| – | – | ﹤0.01% | 737 |
|
|
2015
Q4 | $984 | Buy |
+31
| New | +$984 | ﹤0.01% | 716 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 868 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 817 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 826 |
|
|
2014
Q2 | – | Sell |
-45
| Closed | -$1.95K | – | 606 |
|
|
2014
Q1 | $1.95K | Buy |
+45
| New | +$1.95K | ﹤0.01% | 518 |
|