Nelson Capital Management’s Helios Technologies HLIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$3K Buy
2015
Q2
Sell
2015
Q1
$244K Sell
2014
Q4
$245K Sell
2014
Q3
$3.95M Buy
2014
Q2
$4.17M Buy
2014
Q1
$4.26M Buy
2013
Q4
$3.94M Sell
2013
Q3
$3.56M Buy
2013
Q2
$3.02M Buy