Pinnacle Wealth Planning Services’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,181
| Closed | -$113K | – | 466 |
|
|
2024
Q3 | $113K | Hold |
10,181
| – | – | 0.02% | 501 |
|
|
2024
Q2 | $122K | Hold |
10,181
| – | – | 0.02% | 468 |
|
|
2024
Q1 | $110K | Hold |
10,181
| – | – | 0.02% | 479 |
|
|
2023
Q4 | $105K | Hold |
10,181
| – | – | 0.02% | 457 |
|
|
2023
Q3 | $114K | Hold |
10,181
| – | – | 0.02% | 406 |
|
|
2023
Q2 | $75.1K | Sell |
10,181
-101
| -1% | -$745 | 0.01% | 438 |
|
|
2023
Q1 | $79.6K | Buy |
10,282
+63
| +0.6% | +$488 | 0.01% | 447 |
|
|
2022
Q4 | $75.4K | Sell |
10,219
-22
| -0.2% | -$162 | 0.01% | 414 |
|
|
2022
Q3 | $40K | Sell |
10,241
-336
| -3% | -$1.31K | 0.01% | 397 |
|
|
2022
Q2 | $33K | Hold |
10,577
| – | – | 0.01% | 417 |
|
|
2022
Q1 | $51K | Buy |
10,577
+336
| +3% | +$1.62K | 0.01% | 420 |
|
|
2021
Q4 | $32K | Buy |
+10,241
| New | +$32K | 0.01% | 423 |
|