TWA
TCI Wealth Advisors’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2
| Closed | -$131 | – | 1074 |
|
|
2023
Q1 | $131 | Hold |
2
| – | – | ﹤0.01% | 2380 |
|
|
2022
Q4 | $109 | Buy |
2
+1
| +100% | +$55 | ﹤0.01% | 2398 |
|
|
2022
Q3 | $0 | Sell |
1
-77
| -99% | – | ﹤0.01% | 2390 |
|
|
2022
Q2 | $5K | Sell |
78
-30
| -28% | -$1.92K | ﹤0.01% | 1485 |
|
|
2022
Q1 | $9K | Buy |
108
+63
| +140% | +$5.25K | ﹤0.01% | 1160 |
|
|
2021
Q4 | $5K | Hold |
45
| – | – | ﹤0.01% | 1656 |
|
|
2021
Q3 | $4K | Buy |
45
+11
| +32% | +$978 | ﹤0.01% | 1735 |
|
|
2021
Q2 | $3K | Buy |
34
+8
| +31% | +$706 | ﹤0.01% | 1738 |
|
|
2021
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 1745 |
|