New York Life Investment Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,394
| Closed | -$375K | – | 1063 |
|
|
2024
Q1 | $375K | Buy |
8,394
+3,093
| +58% | +$138K | ﹤0.01% | 891 |
|
|
2023
Q4 | $240K | Sell |
5,301
-143
| -3% | -$6.49K | ﹤0.01% | 1272 |
|
|
2023
Q3 | $302K | Sell |
5,444
-858
| -14% | -$47.6K | ﹤0.01% | 1147 |
|
|
2023
Q2 | $416K | Sell |
6,302
-997
| -14% | -$65.9K | ﹤0.01% | 935 |
|
|
2023
Q1 | $477K | Buy |
+7,299
| New | +$477K | 0.01% | 959 |
|