Navellier & Associates’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-6,729
| Closed | -$540K | – | 300 |
|
2022
Q1 | $540K | Sell |
6,729
-3,598
| -35% | -$289K | 0.09% | 181 |
|
2021
Q4 | $1.09M | Buy |
10,327
+7,134
| +223% | +$750K | 0.16% | 134 |
|
2021
Q3 | $262K | Buy |
+3,193
| New | +$262K | 0.04% | 277 |
|
2018
Q2 | – | Sell |
-19,362
| Closed | -$1.04M | – | 320 |
|
2018
Q1 | $1.04M | Buy |
+19,362
| New | +$1.04M | 0.16% | 139 |
|