MGIA
Moneta Group Investment Advisors’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Hold |
10,025
| – | – | ﹤0.01% | 533 |
|
|
2025
Q1 | $322K | Hold |
10,025
| – | – | ﹤0.01% | 511 |
|
|
2024
Q4 | $448K | Hold |
10,025
| – | – | 0.01% | 427 |
|
|
2024
Q3 | $478K | Hold |
10,025
| – | – | 0.01% | 416 |
|
|
2024
Q2 | $479K | Hold |
10,025
| – | – | 0.01% | 399 |
|
|
2024
Q1 | $448K | Hold |
10,025
| – | – | 0.01% | 399 |
|
|
2023
Q4 | $455K | Hold |
10,025
| – | – | 0.01% | 356 |
|
|
2023
Q3 | $556K | Hold |
10,025
| – | – | 0.01% | 294 |
|
|
2023
Q2 | $663K | Hold |
10,025
| – | – | 0.01% | 277 |
|
|
2023
Q1 | $656K | Buy |
+10,025
| New | +$656K | 0.02% | 269 |
|