Steward Financial Group’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1418 |
|
|
2023
Q2 | – | Sell |
-19
| Closed | -$1K | – | 704 |
|
|
2023
Q1 | $1K | Buy |
19
+15
| +375% | +$789 | ﹤0.01% | 617 |
|
|
2022
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 657 |
|
|
2022
Q3 | – | Sell |
-9
| Closed | – | – | 622 |
|
|
2022
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1140 |
|