PCA
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Personal Capital Advisors’s Helios Technologies HLIO Stock Holding History

Personal Capital Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$498K Hold
9,150
– – ﹤0.01% 299
2022
Q3 		$463K Sell
9,150
-449
-5% -$22.7K ﹤0.01% 296
2022
Q2 		$636K Hold
9,599
– – ﹤0.01% 260
2022
Q1 		$770K Hold
9,599
– – ﹤0.01% 266
2021
Q4 		$1.01M Buy
+9,599
New +$1.01M ﹤0.01% 265