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Waverly Advisors’s Helios Technologies HLIO Stock Holding History

Waverly Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-96
Closed -$4K – 529
2014
Q3 		$4K Hold
96
– – ﹤0.01% 663
2014
Q2 		$4K Hold
96
– – ﹤0.01% 631
2014
Q1 		$4K Hold
96
– – ﹤0.01% 591
2013
Q4 		$4K Buy
+96
New +$4K ﹤0.01% 702