SIC
SJS Investment Consulting’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$97 | – | 1595 |
|
|
2025
Q1 | $97 | Sell |
3
-3
| -50% | -$97 | ﹤0.01% | 1525 |
|
|
2024
Q4 | $268 | Buy |
6
+4
| +200% | +$179 | ﹤0.01% | 1414 |
|
|
2024
Q3 | $96 | Sell |
2
-2
| -50% | -$96 | ﹤0.01% | 1575 |
|
|
2024
Q2 | $191 | Hold |
4
| – | – | ﹤0.01% | 1523 |
|
|
2024
Q1 | $179 | Sell |
4
-1
| -20% | -$45 | ﹤0.01% | 1503 |
|
|
2023
Q4 | $227 | Sell |
5
-1
| -17% | -$45 | ﹤0.01% | 1434 |
|
|
2023
Q3 | $333 | Buy |
6
+2
| +50% | +$111 | ﹤0.01% | 1347 |
|
|
2023
Q2 | $265 | Sell |
4
-3
| -43% | -$199 | ﹤0.01% | 1348 |
|
|
2023
Q1 | $458 | Buy |
7
+2
| +40% | +$131 | ﹤0.01% | 1175 |
|
|
2022
Q4 | $272 | Buy |
5
+2
| +67% | +$109 | ﹤0.01% | 1358 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1246 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 973 |
|