Regal Investment 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-5,205
| Closed | -$24K | – | 530 |
|
2015
Q3 | $24K | Hold |
5,205
| – | – | 0.01% | 531 |
|
2015
Q2 | $65K | Hold |
5,205
| – | – | 0.02% | 387 |
|
2015
Q1 | $78K | Hold |
5,205
| – | – | 0.02% | 374 |
|
2014
Q4 | $113K | Hold |
5,205
| – | – | 0.03% | 287 |
|
2014
Q3 | $115K | Sell |
5,205
-3,765
| -42% | -$83.2K | 0.03% | 286 |
|
2014
Q2 | $236K | Hold |
8,970
| – | – | 0.08% | 190 |
|
2014
Q1 | $206K | Buy |
+8,970
| New | +$206K | 0.09% | 179 |
|