Rockbridge Investment Management’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-100	Closed	-$6.63K	–	307
2022 Q2	$6.63K	Hold	100	–	–	﹤0.01%	419
2022 Q1	$7.88K	Buy	+100	New	+$7.88K	﹤0.01%	550