TD Capital Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | -$46 | – | 538 |
|
|
2023
Q4 | $46 | Hold |
1
| – | – | ﹤0.01% | 408 |
|
|
2023
Q3 | $56 | Hold |
1
| – | – | ﹤0.01% | 403 |
|
|
2023
Q2 | $67 | Hold |
1
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $66 | Hold |
1
| – | – | ﹤0.01% | 406 |
|
|
2022
Q4 | $55 | Hold |
1
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 363 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 207 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 383 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 371 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 351 |
|