Parallel Advisors’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87K | Buy |
+56
| New | +$1.87K | ﹤0.01% | 3028 |
|
|
2025
Q1 | – | Sell |
-46
| Closed | -$2.05K | – | 3564 |
|
|
2024
Q4 | $2.05K | Buy |
+46
| New | +$2.05K | ﹤0.01% | 2941 |
|
|
2024
Q1 | – | Sell |
-37
| Closed | -$1.68K | – | 3342 |
|
|
2023
Q4 | $1.68K | Buy |
37
+32
| +640% | +$1.45K | ﹤0.01% | 2846 |
|
|
2023
Q3 | $277 | Hold |
5
| – | – | ﹤0.01% | 3199 |
|
|
2023
Q2 | $330 | Sell |
5
-8
| -62% | -$528 | ﹤0.01% | 3178 |
|
|
2023
Q1 | $850 | Hold |
13
| – | – | ﹤0.01% | 2994 |
|
|
2022
Q4 | $708 | Sell |
13
-5
| -28% | -$272 | ﹤0.01% | 2971 |
|
|
2022
Q3 | $1K | Sell |
18
-58
| -76% | -$3.22K | ﹤0.01% | 2896 |
|
|
2022
Q2 | $5K | Buy |
76
+68
| +850% | +$4.47K | ﹤0.01% | 2248 |
|
|
2022
Q1 | $1K | Sell |
8
-29
| -78% | -$3.63K | ﹤0.01% | 2742 |
|
|
2021
Q4 | $4K | Buy |
37
+29
| +363% | +$3.14K | ﹤0.01% | 2472 |
|
|
2021
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 2847 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2320 |
|
|
2018
Q4 | – | Sell |
-152
| Closed | -$8K | – | 2184 |
|
|
2018
Q3 | $8K | Hold |
152
| – | – | ﹤0.01% | 1513 |
|
|
2018
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 1472 |
|
|
2018
Q1 | $8K | Hold |
152
| – | – | ﹤0.01% | 1356 |
|
|
2017
Q4 | $10K | Hold |
152
| – | – | ﹤0.01% | 1287 |
|
|
2017
Q3 | $9K | Hold |
152
| – | – | ﹤0.01% | 1323 |
|
|
2017
Q2 | $6K | Buy |
+152
| New | +$6K | ﹤0.01% | 1510 |
|