Northstar Wealth Partners’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $212K | Hold |
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|
2020
Q2 | $217K | Hold |
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|
2020
Q1 | $221K | Hold |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $237K | Hold |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $272K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $320K | Sell |
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|
2018
Q2 | $305K | Sell |
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|
2018
Q1 | $357K | Buy |
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