Truvestments Capital’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Hold |
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|
2025
Q1 | $120K | Hold |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $179K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $168K | Hold |
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|
2023
Q4 | $170K | Hold |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $248K | Hold |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $204K | Hold |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $301K | Hold |
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|
2021
Q4 | $394K | Hold |
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|
2021
Q3 | $308K | Hold |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $546K | Buy |
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|
2020
Q4 | $200K | Hold |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $139K | Hold |
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|
2020
Q1 | $142K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $152K | Hold |
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|
2019
Q2 | $174K | Hold |
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|
2019
Q1 | $174K | Buy |
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|
2018
Q3 | $222K | Buy |
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