Private Trust Company’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-70
| Closed | -$3.13K | – | 2305 |
|
|
2024
Q1 | $3.13K | Hold |
70
| – | – | ﹤0.01% | 2038 |
|
|
2023
Q4 | $3.18K | Buy |
70
+51
| +268% | +$2.31K | ﹤0.01% | 2045 |
|
|
2023
Q3 | $1.05K | Sell |
19
-16
| -46% | -$888 | ﹤0.01% | 2201 |
|
|
2023
Q2 | $2.31K | Sell |
35
-40
| -53% | -$2.64K | ﹤0.01% | 2083 |
|
|
2023
Q1 | $4.91K | Hold |
75
| – | – | ﹤0.01% | 1846 |
|
|
2022
Q4 | $4K | Hold |
75
| – | – | ﹤0.01% | 1863 |
|
|
2022
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 1727 |
|
|
2022
Q2 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 1744 |
|