Pathstone Family Office’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,296
| Closed | -$51K | – | 1336 |
|
|
2022
Q4 | $51K | Buy |
24,296
+13,028
| +116% | +$27.3K | ﹤0.01% | 1460 |
|
|
2022
Q3 | $43K | Buy |
+11,268
| New | +$43K | ﹤0.01% | 1434 |
|
|
2021
Q1 | – | Sell |
-5,665
| Closed | -$24K | – | 936 |
|
|
2020
Q4 | $24K | Buy |
+5,665
| New | +$24K | ﹤0.01% | 641 |
|
|
2019
Q2 | – | Sell |
-328
| Closed | -$3K | – | 743 |
|
|
2019
Q1 | $3K | Hold |
328
| – | – | ﹤0.01% | 689 |
|
|
2018
Q4 | $2K | Buy |
+328
| New | +$2K | ﹤0.01% | 453 |
|