William Blair & Company’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,859
| Closed | -$212K | – | 1490 |
|
|
2017
Q1 | $212K | Sell |
5,859
-600
| -9% | -$21.7K | ﹤0.01% | 1175 |
|
|
2016
Q4 | $258K | Hold |
6,459
| – | – | ﹤0.01% | 1050 |
|
|
2016
Q3 | $208K | Buy |
+6,459
| New | +$208K | ﹤0.01% | 1126 |
|
|
2016
Q2 | – | Sell |
-6,775
| Closed | -$224K | – | 1248 |
|
|
2016
Q1 | $224K | Sell |
6,775
-130
| -2% | -$4.3K | ﹤0.01% | 1032 |
|
|
2015
Q4 | $218K | Buy |
+6,905
| New | +$218K | ﹤0.01% | 1053 |
|
|
2015
Q3 | – | Sell |
-6,938
| Closed | -$264K | – | 1462 |
|
|
2015
Q2 | $264K | Buy |
+6,938
| New | +$264K | ﹤0.01% | 1974 |
|