Nelson Capital Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-80
| Closed | -$3K | – | 259 |
|
|
2017
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 254 |
|
|
2015
Q2 | – | Sell |
-5,890
| Closed | -$244K | – | 269 |
|
|
2015
Q1 | $244K | Sell |
5,890
-335
| -5% | -$13.9K | 0.09% | 69 |
|
|
2014
Q4 | $245K | Sell |
6,225
-98,856
| -94% | -$3.89M | 0.09% | 72 |
|
|
2014
Q3 | $3.95M | Buy |
105,081
+2,426
| +2% | +$91.2K | 1.49% | 33 |
|
|
2014
Q2 | $4.17M | Buy |
102,655
+4,181
| +4% | +$170K | 1.67% | 28 |
|
|
2014
Q1 | $4.27M | Buy |
98,474
+1,845
| +2% | +$79.9K | 1.87% | 28 |
|
|
2013
Q4 | $3.95M | Sell |
96,629
-1,500
| -2% | -$61.2K | 1.75% | 27 |
|
|
2013
Q3 | $3.56M | Buy |
98,129
+1,509
| +2% | +$54.7K | 1.7% | 28 |
|
|
2013
Q2 | $3.02M | Buy |
+96,620
| New | +$3.02M | 1.55% | 31 |
|