SFS
HSA

Shaker Financial Services’s HELIOS STRATEGIC INCOME FD, INC HSA Stock Holding History

Shaker Financial Services’s Portfolio HSA Stock Details HSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-79,932
Closed -$551K – 171
2014
Q2 		$551K Buy
+79,932
New +$551K 0.34% 95
2013
Q3 		– Sell
-29,250
Closed -$179K – 185
2013
Q2 		$179K Buy
+29,250
New +$179K 0.13% 140