Northwestern Mutual Wealth Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-204
| Closed | -$9.25K | – | 3663 |
|
|
2023
Q4 | $9.25K | Buy |
+204
| New | +$9.25K | ﹤0.01% | 2665 |
|
|
2023
Q3 | – | Sell |
-7
| Closed | -$463 | – | 3397 |
|
|
2023
Q2 | $463 | Buy |
+7
| New | +$463 | ﹤0.01% | 3186 |
|
|
2023
Q1 | – | Sell |
-52
| Closed | -$2.83K | – | 3467 |
|
|
2022
Q4 | $2.83K | Buy |
+52
| New | +$2.83K | ﹤0.01% | 2878 |
|
|
2020
Q1 | – | Sell |
-20
| Closed | -$1K | – | 2642 |
|
|
2019
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2296 |
|
|
2017
Q2 | – | Sell |
-2,025
| Closed | -$73K | – | 2084 |
|
|
2017
Q1 | $73K | Buy |
2,025
+675
| +50% | +$24.3K | ﹤0.01% | 920 |
|
|
2016
Q4 | $54K | Buy |
+1,350
| New | +$54K | ﹤0.01% | 1002 |
|
|
2016
Q2 | – | Sell |
-112
| Closed | -$4K | – | 2139 |
|
|
2016
Q1 | $4K | Buy |
+112
| New | +$4K | ﹤0.01% | 1709 |
|
|
2015
Q4 | – | Sell |
-49
| Closed | -$1K | – | 1702 |
|
|
2015
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 1563 |
|