West Paces Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-49
| Closed | -$3.25K | – | 546 |
|
|
2022
Q2 | $3.25K | Hold |
49
| – | – | ﹤0.01% | 446 |
|
|
2022
Q1 | $3.93K | Hold |
49
| – | – | ﹤0.01% | 430 |
|
|
2021
Q4 | $5.15K | Buy |
49
+5
| +11% | +$526 | ﹤0.01% | 429 |
|
|
2021
Q3 | $3.61K | Hold |
44
| – | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $3.43K | Buy |
+44
| New | +$3.43K | ﹤0.01% | 466 |
|