Nisa Investment Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $492K | Buy |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $425K | Buy |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $651K | Hold |
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|
2023
Q2 | $776K | Sell |
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|
2023
Q1 | $773K | Hold |
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|
2022
Q4 | $644K | Hold |
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|
2022
Q3 | $609K | Buy |
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|
2022
Q2 | $782K | Hold |
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|
2022
Q1 | $947K | Sell |
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|
2021
Q4 | $916K | Hold |
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|
2021
Q3 | $982 | Hold |
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|
2021
Q2 | $933 | Hold |
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|
2021
Q1 | $872 | Hold |
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|
2020
Q4 | $637K | Buy |
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|
2020
Q3 | $414K | Buy |
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|
2020
Q2 | $390K | Buy |
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|
2020
Q1 | $393K | Sell |
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|
2019
Q4 | $556K | Hold |
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|
2019
Q3 | $488K | Hold |
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|
2019
Q2 | $558K | Hold |
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|
2019
Q1 | $559K | Hold |
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|
2018
Q4 | $399K | Hold |
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|
2018
Q3 | $658K | Sell |
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|
2018
Q2 | $608K | Hold |
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|
2018
Q1 | $676K | Sell |
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|
2017
Q4 | $823K | Hold |
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|
2017
Q3 | $687K | Hold |
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|
2017
Q2 | $543K | Hold |
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|
2017
Q1 | $459K | Sell |
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|
2016
Q4 | $520K | Hold |
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|
2016
Q3 | $420K | Hold |
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|
2016
Q2 | $386K | Hold |
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|
2016
Q1 | $431K | Sell |
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|
2015
Q4 | $435K | Buy |
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|
2015
Q3 | $357K | Hold |
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|
2015
Q2 | $495K | Sell |
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|
2015
Q1 | $542K | Sell |
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|
2014
Q4 | $703K | Hold |
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|
2014
Q3 | $671K | Buy |
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|
2014
Q2 | $512K | Sell |
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|
2014
Q1 | $602K | Hold |
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|
2013
Q4 | $568K | Hold |
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|
2013
Q3 | $504K | Hold |
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|
2013
Q2 | $435K | Buy |
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