Transamerica Financial Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-150
| Closed | -$5K | – | 799 |
|
|
2015
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 669 |
|
|
2015
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 652 |
|
|
2015
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 678 |
|
|
2015
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 664 |
|
|
2014
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 540 |
|
|
2014
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 508 |
|
|
2014
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 528 |
|
|
2014
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 490 |
|
|
2013
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 479 |
|
|
2013
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 479 |
|
|
2013
Q2 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 474 |
|