Plante Moran Financial Advisors’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-88
| Closed | -$2K | – | 816 |
|
|
2014
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 762 |
|
|
2014
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 556 |
|
|
2013
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 625 |
|
|
2013
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 557 |
|
|
2013
Q2 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 541 |
|