WFG Advisors’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-96
| Closed | -$4K | – | 1882 |
|
|
2014
Q4 | $4K | Hold |
96
| – | – | ﹤0.01% | 1686 |
|
|
2014
Q3 | $4K | Hold |
96
| – | – | ﹤0.01% | 1701 |
|
|
2014
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 1686 |
|
|
2014
Q1 | $4K | Hold |
96
| – | – | ﹤0.01% | 1659 |
|
|
2013
Q4 | $4K | Hold |
96
| – | – | ﹤0.01% | 1801 |
|
|
2013
Q3 | $3K | Hold |
96
| – | – | ﹤0.01% | 1842 |
|
|
2013
Q2 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 1771 |
|