Smartleaf Asset Management’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-82
| Closed | -$2.65K | – | 2835 |
|
|
2025
Q1 | $2.65K | Sell |
82
-36
| -31% | -$1.16K | ﹤0.01% | 2395 |
|
|
2024
Q4 | $5.24K | Buy |
118
+12
| +11% | +$533 | ﹤0.01% | 2233 |
|
|
2024
Q3 | $5K | Hold |
106
| – | – | ﹤0.01% | 2121 |
|
|
2024
Q2 | $5.1K | Buy |
+106
| New | +$5.1K | ﹤0.01% | 1798 |
|