NewEdge Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28
| Closed | -$899 | – | 4070 |
|
|
2025
Q1 | $899 | Buy |
+28
| New | +$899 | ﹤0.01% | 3642 |
|
|
2023
Q3 | – | Sell |
-35
| Closed | -$2.31K | – | 3552 |
|
|
2023
Q2 | $2.31K | Buy |
+35
| New | +$2.31K | ﹤0.01% | 3050 |
|
|
2023
Q1 | – | Sell |
-18
| Closed | -$980 | – | 3742 |
|
|
2022
Q4 | $980 | Buy |
+18
| New | +$980 | ﹤0.01% | 3036 |
|