TAM
Thematics Asset Management’s Helios Technologies HLIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-103,000
| Closed | -$5.71M | – | 141 |
|
|
2023
Q3 | $5.71M | Hold |
103,000
| – | – | 0.28% | 108 |
|
|
2023
Q2 | $6.81M | Sell |
103,000
-8,000
| -7% | -$529K | 0.33% | 96 |
|
|
2023
Q1 | $7.26M | Sell |
111,000
-10,000
| -8% | -$654K | 0.4% | 98 |
|
|
2022
Q4 | $6.59M | Buy |
+121,000
| New | +$6.59M | 0.4% | 98 |
|