Ranch Capital Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | -$3K | – | 660 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$3K | – | 790 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 780 |
|
|
2020
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 810 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 830 |
|
|
2020
Q2 | $2K | Sell |
50
-100
| -67% | -$4K | ﹤0.01% | 828 |
|
|
2020
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 715 |
|
|
2019
Q4 | $7K | Buy |
+150
| New | +$7K | 0.01% | 737 |
|