Penn Capital Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $937K | Sell |
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|
2024
Q2 | $3.33M | Sell |
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|
2024
Q1 | $4.64M | Buy |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $778K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $8.66M | Buy |
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|
2020
Q2 | $8.04M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $578K | Sell |
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|
2017
Q2 | $1.67M | Sell |
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|
2017
Q1 | $1.44M | Buy |
|