Principle Wealth Partners’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,043
| Closed | -$241K | – | 343 |
|
|
2024
Q3 | $241K | Hold |
5,043
| – | – | 0.02% | 310 |
|
|
2024
Q2 | $241K | Hold |
5,043
| – | – | 0.02% | 302 |
|
|
2024
Q1 | $225K | Hold |
5,043
| – | – | 0.02% | 322 |
|
|
2023
Q4 | $229K | Hold |
5,043
| – | – | 0.02% | 312 |
|
|
2023
Q3 | $280K | Hold |
5,043
| – | – | 0.03% | 262 |
|
|
2023
Q2 | $333K | Hold |
5,043
| – | – | 0.03% | 247 |
|
|
2023
Q1 | $330K | Hold |
5,043
| – | – | 0.04% | 246 |
|
|
2022
Q4 | $275K | Hold |
5,043
| – | – | 0.03% | 265 |
|
|
2022
Q3 | $255 | Hold |
5,043
| – | – | 0.02% | 250 |
|
|
2022
Q2 | $334K | Hold |
5,043
| – | – | 0.04% | 232 |
|
|
2022
Q1 | $405K | Hold |
5,043
| – | – | 0.04% | 225 |
|
|
2021
Q4 | $530K | Sell |
5,043
-801
| -14% | -$84.2K | 0.06% | 200 |
|
|
2021
Q3 | $480K | Hold |
5,844
| – | – | 0.06% | 201 |
|
|
2021
Q2 | $456K | Hold |
5,844
| – | – | 0.05% | 210 |
|
|
2021
Q1 | $426K | Hold |
5,844
| – | – | 0.05% | 210 |
|
|
2020
Q4 | $311K | Buy |
+5,844
| New | +$311K | 0.04% | 222 |
|