TCI Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,930
| Closed | -$14.9K | – | 1080 |
|
|
2023
Q1 | $14.9K | Hold |
1,930
| – | – | ﹤0.01% | 853 |
|
|
2022
Q4 | $14.2K | Buy |
1,930
+162
| +9% | +$973 | ﹤0.01% | 854 |
|
|
2022
Q3 | $7K | Buy |
1,768
+1,067
| +152% | +$4.04K | ﹤0.01% | 1254 |
|
|
2022
Q2 | $2K | Hold |
701
| – | – | ﹤0.01% | 1997 |
|
|
2022
Q1 | $3K | Hold |
701
| – | – | ﹤0.01% | 1880 |
|
|
2021
Q4 | $2K | Sell |
701
-2,069
| -75% | -$7.63K | ﹤0.01% | 2088 |
|
|
2021
Q3 | $11K | Buy |
2,770
+1,565
| +130% | +$6.45K | ﹤0.01% | 1034 |
|
|
2021
Q2 | $7K | Buy |
1,205
+163
| +16% | +$857 | ﹤0.01% | 1208 |
|
|
2021
Q1 | $5K | Buy |
1,042
+341
| +49% | +$1.7K | ﹤0.01% | 1259 |
|
|
2020
Q4 | $3K | Hold |
701
| – | – | ﹤0.01% | 1093 |
|
|
2020
Q3 | $2K | Hold |
701
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q2 | $2K | Buy |
701
+601
| +601% | +$1.63K | ﹤0.01% | 1062 |
|
|
2020
Q1 | $0 | Sell |
100
-53
| -35% | -$349 | ﹤0.01% | 1591 |
|
|
2019
Q4 | $1K | Hold |
153
| – | – | ﹤0.01% | 1347 |
|
|
2019
Q3 | $1K | Hold |
153
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q2 | $1K | Buy |
153
+100
| +189% | +$778 | ﹤0.01% | 1210 |
|
|
2019
Q1 | $0 | Buy |
+53
| New | +$380 | ﹤0.01% | 1459 |
|
|
2018
Q4 | – | Sell |
-199
| Closed | -$2K | – | 1519 |
|
|
2018
Q3 | $2K | Buy |
199
+44
| +28% | +$401 | ﹤0.01% | 1037 |
|
|
2018
Q2 | $1K | Hold |
155
| – | – | ﹤0.01% | 1298 |
|
|
2018
Q1 | $1K | Hold |
155
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q4 | $1K | Hold |
155
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q3 | $1K | Buy |
+155
| New | +$981 | ﹤0.01% | 1122 |
|
|
2017
Q2 | – | Sell |
-205
| Closed | -$2K | – | 1361 |
|
|
2017
Q1 | $2K | Sell |
205
-589
| -74% | -$4.74K | ﹤0.01% | 937 |
|
|
2016
Q4 | $7K | Buy |
794
+690
| +663% | +$6.66K | ﹤0.01% | 702 |
|
|
2016
Q3 | $1K | Hold |
104
| – | – | ﹤0.01% | 1130 |
|
|
2016
Q2 | $1K | Buy |
+104
| New | +$753 | ﹤0.01% | 1070 |
|
|
2014
Q1 | – | Sell |
-432
| Closed | -$10K | – | 898 |
|
|
2013
Q4 | $10K | Hold |
432
| – | – | 0.01% | 423 |
|
|
2013
Q3 | $11K | Hold |
432
| – | – | 0.01% | 360 |
|
|
2013
Q2 | $10K | Buy |
+432
| New | +$10.1K | 0.01% | 373 |
|
Other funds holding HLX
SFM
TCI Wealth Advisors's HLX Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Helix Energy Solutions (HLX) in Q2 2023, closing a stake of 1,930 shares — an estimated $14.9K sold.
TCI Wealth Advisors first reported a position in HLX in Q2 2013 and held it in 29 quarters. The position peaked at $14.9K in Q1 2023. 214 funds tracked by Wall St. Rank hold HLX as of Q2 2023.
- TCI Wealth Advisors reported no remaining Helix Energy Solutions position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 1,930 Helix Energy Solutions shares in Q2 2023, an estimated $14.9K.
- TCI Wealth Advisors first reported a position in Helix Energy Solutions in Q2 2013 and held it in 29 quarters.
- TCI Wealth Advisors's Helix Energy Solutions position peaked at $14.9K in Q1 2023.
- 214 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.