Sherbrooke Park Advisers’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
Sell
-9,062
Closed -$291K 626
2025
Q1
$291K Buy
9,062
+1,312
+17% +$42.1K 0.14% 309
2024
Q4
$346K Sell
7,750
-4,937
-39% -$220K 0.11% 336
2024
Q3
$605K Buy
+12,687
New +$605K 0.14% 237