Private Wealth Management Group’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635 | Sell |
19
-24
| -56% | -$802 | ﹤0.01% | 1379 |
|
|
2025
Q1 | $1.38K | Buy |
43
+15
| +54% | +$481 | ﹤0.01% | 1185 |
|
|
2024
Q4 | $1.25K | Hold |
28
| – | – | ﹤0.01% | 1231 |
|
|
2024
Q3 | $1.34K | Hold |
28
| – | – | ﹤0.01% | 1205 |
|
|
2024
Q2 | $1.34K | Hold |
28
| – | – | ﹤0.01% | 1192 |
|
|
2024
Q1 | $1.25K | Hold |
28
| – | – | ﹤0.01% | 1171 |
|
|
2023
Q4 | $1.27K | Buy |
+28
| New | +$1.27K | ﹤0.01% | 1183 |
|