Westwood Holdings Group’s Helios Technologies HLIO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,656	Closed	-$471K	–	537
2022 Q4	$471K	Buy	+8,656	New	+$471K	﹤0.01%	411
2022 Q2	–	Sell	-3,227	Closed	-$259K	–	473
2022 Q1	$259K	Buy	+3,227	New	+$259K	﹤0.01%	425