Schubert & Co’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$1.05K | – | 684 |
|
|
2023
Q1 | $1.05K | Buy |
16
+2
| +14% | +$131 | ﹤0.01% | 1177 |
|
|
2022
Q4 | $762 | Buy |
14
+10
| +250% | +$544 | ﹤0.01% | 1272 |
|
|
2022
Q3 | $0 | Sell |
4
-6
| -60% | – | ﹤0.01% | 1455 |
|
|
2022
Q2 | $1K | Buy |
10
+7
| +233% | +$700 | ﹤0.01% | 1123 |
|
|
2022
Q1 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 1181 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 680 |
|