Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-101
| Closed | -$4.51K | – | 1126 |
|
|
2024
Q4 | $4.51K | Hold |
101
| – | – | ﹤0.01% | 1711 |
|
|
2024
Q3 | $4.82K | Buy |
+101
| New | +$4.82K | ﹤0.01% | 1424 |
|
|
2023
Q4 | – | Sell |
-350
| Closed | -$19.4K | – | 1376 |
|
|
2023
Q3 | $19.4K | Hold |
350
| – | – | ﹤0.01% | 630 |
|
|
2023
Q2 | $23.1K | Hold |
350
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $22.9K | Buy |
+350
| New | +$22.9K | ﹤0.01% | 573 |
|