Nuveen’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
Q2
$6.54M Buy
2025
Q1
$2.77M Hold
2024
Q4
$3.85M Sell
2024
Q3
$4.17M Hold
2024
Q2
$4.18M Hold
2024
Q1
$3.91M Hold
2023
Q4
$3.97M Buy
2023
Q3
$4.79M Sell
2023
Q2
$5.75M Buy
2023
Q1
$5.58M Sell
2022
Q4
$5.16M Sell
2022
Q3
$5.53M Sell
2022
Q2
$7.4M Buy
2022
Q1
$8.5M Sell
2021
Q4
$10.9M Sell
2021
Q3
$10.6M Sell
2021
Q2
$10M Sell
2021
Q1
$10.9M Buy
2020
Q4
$7.71M Sell
2020
Q3
$5.47M Buy
2020
Q2
$4.27M Sell
2020
Q1
$4.65M Buy
2019
Q4
$5.04M Sell
2019
Q3
$4.5M Buy
2019
Q2
$4.99M Buy