Rothschild Investment LLC’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 | $3.67K | Buy |
110
+80
| +267% | +$2.67K | ﹤0.01% | 1662 |
|
|
2025
Q1 | $963 | Hold |
30
| – | – | ﹤0.01% | 2364 |
|
|
2024
Q4 | $1.34K | Buy |
30
+5
| +20% | +$223 | ﹤0.01% | 2045 |
|
|
2024
Q3 | $1.19K | Buy |
25
+10
| +67% | +$477 | ﹤0.01% | 2038 |
|
|
2024
Q2 | $716 | Buy |
15
+10
| +200% | +$477 | ﹤0.01% | 1831 |
|
|
2024
Q1 | $223 | Buy |
+5
| New | +$223 | ﹤0.01% | 1703 |
|