Oppenheimer & Co’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,000
| Closed | -$234K | – | 1526 |
|
|
2021
Q2 | $234K | Hold |
3,000
| – | – | ﹤0.01% | 1365 |
|
|
2021
Q1 | $219K | Buy |
+3,000
| New | +$219K | ﹤0.01% | 1315 |
|
|
2018
Q1 | – | Sell |
-5,500
| Closed | -$356K | – | 1355 |
|
|
2017
Q4 | $356K | Buy |
5,500
+500
| +10% | +$32.4K | 0.01% | 989 |
|
|
2017
Q3 | $270K | Buy |
+5,000
| New | +$270K | 0.01% | 1072 |
|