WCM Investment Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-62,132
| Closed | -$2.06M | – | 146 |
|
|
2018
Q4 | $2.06M | Sell |
62,132
-39,812
| -39% | -$1.32M | 0.02% | 71 |
|
|
2018
Q3 | $5.58M | Buy |
101,944
+18,089
| +22% | +$991K | 0.05% | 52 |
|
|
2018
Q2 | $4.04M | Sell |
83,855
-11,338
| -12% | -$546K | 0.04% | 55 |
|
|
2018
Q1 | $5.1M | Sell |
95,193
-32,667
| -26% | -$1.75M | 0.05% | 55 |
|
|
2017
Q4 | $8.27M | Buy |
127,860
+94,885
| +288% | +$6.14M | 0.09% | 50 |
|
|
2017
Q3 | $1.78M | Buy |
32,975
+1,975
| +6% | +$107K | 0.02% | 65 |
|
|
2017
Q2 | $1.32M | Buy |
31,000
+755
| +2% | +$32.2K | 0.02% | 68 |
|
|
2017
Q1 | $1.09M | Buy |
30,245
+2,565
| +9% | +$92.6K | 0.01% | 100 |
|
|
2016
Q4 | $1.11M | Buy |
27,680
+11,715
| +73% | +$468K | 0.01% | 114 |
|
|
2016
Q3 | $515K | Buy |
+15,965
| New | +$515K | 0.01% | 147 |
|