WWM
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Willingdon Wealth Management’s Helios Technologies HLIO Stock Holding History

Willingdon Wealth Management’s Portfolio HLIO Stock Details HLIO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-112
Closed -$6K – 358
2017
Q3 		$6K Buy
+112
New +$6K ﹤0.01% 249