Northstar Wealth Partners’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $212K | Hold |
5,844
| – | – | 0.1% | 138 |
|
|
2020
Q2 | $217K | Hold |
5,844
| – | – | 0.09% | 162 |
|
|
2020
Q1 | $221K | Hold |
5,844
| – | – | 0.11% | 145 |
|
|
2019
Q4 | $270K | Hold |
5,844
| – | – | 0.11% | 153 |
|
|
2019
Q3 | $237K | Hold |
5,844
| – | – | 0.1% | 160 |
|
|
2019
Q2 | $271K | Hold |
5,844
| – | – | 0.12% | 151 |
|
|
2019
Q1 | $272K | Buy |
+5,844
| New | +$272K | 0.12% | 149 |
|
|
2018
Q4 | – | Sell |
-5,844
| Closed | -$320K | – | 172 |
|
|
2018
Q3 | $320K | Sell |
5,844
-498
| -8% | -$27.3K | 0.15% | 130 |
|
|
2018
Q2 | $305K | Sell |
6,342
-334
| -5% | -$16.1K | 0.15% | 147 |
|
|
2018
Q1 | $357K | Buy |
+6,676
| New | +$357K | 0.18% | 134 |
|