NewEdge Advisors’s Helios Technologies HLIO Stock Holding History

NewEdge Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$899	Buy
2023 Q3	–	Sell
2023 Q2	$2.31K	Buy
2023 Q1	–	Sell
2022 Q4	$980	Buy