Tradition Wealth 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 |
-722
| Closed | -$33K | – | 736 |
|
|
2023
Q4 | $33K | Buy |
722
+1
| +0.1% | +$46 | ﹤0.01% | 721 |
|
|
2023
Q3 | $40K | Buy |
721
+1
| +0.1% | +$55 | ﹤0.01% | 660 |
|
|
2023
Q2 | $48K | Buy |
720
+1
| +0.1% | +$67 | 0.01% | 634 |
|
|
2023
Q1 | $47K | Buy |
719
+1
| +0.1% | +$65 | 0.01% | 621 |
|
|
2022
Q4 | $39K | Hold |
718
| – | – | 0.01% | 588 |
|
|
2022
Q3 | $36K | Buy |
+718
| New | +$36K | 0.01% | 605 |
|