PFG Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,178
| Closed | -$255K | – | 416 |
|
|
2022
Q1 | $255K | Buy |
3,178
+310
| +11% | +$24.9K | 0.03% | 356 |
|
|
2021
Q4 | $302K | Buy |
2,868
+3
| +0.1% | +$316 | 0.03% | 442 |
|
|
2021
Q3 | $235K | Buy |
2,865
+60
| +2% | +$4.92K | 0.03% | 463 |
|
|
2021
Q2 | $219K | Buy |
+2,805
| New | +$219K | 0.03% | 450 |
|