Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,001
| Closed | -$73K | – | 996 |
|
|
2021
Q1 | $73K | Sell |
1,001
-916
| -48% | -$66.8K | ﹤0.01% | 697 |
|
|
2020
Q4 | $102K | Sell |
1,917
-1,393
| -42% | -$74.1K | 0.01% | 551 |
|
|
2020
Q3 | $120K | Buy |
+3,310
| New | +$120K | 0.01% | 419 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1577 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1428 |
|