TWD
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True Wealth Design’s Helios Technologies HLIO Stock Holding History

True Wealth Design’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$468 Buy
14
+6
+75% +$201 ﹤0.01% 1770
2025
Q1 		$257 Buy
+8
New +$257 ﹤0.01% 1850