Zacks Investment Management’s Helios Technologies HLIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,847
| Closed | -$951K | – | 599 |
|
|
2022
Q1 | $951K | Buy |
11,847
+1,257
| +12% | +$101K | 0.01% | 375 |
|
|
2021
Q4 | $1.11M | Buy |
10,590
+7,897
| +293% | +$831K | 0.02% | 363 |
|
|
2021
Q3 | $221K | Sell |
2,693
-566
| -17% | -$46.4K | ﹤0.01% | 567 |
|
|
2021
Q2 | $254K | Buy |
+3,259
| New | +$254K | ﹤0.01% | 535 |
|
|
2019
Q3 | – | Sell |
-22,585
| Closed | -$1.05M | – | 540 |
|
|
2019
Q2 | $1.05M | Buy |
22,585
+10,555
| +88% | +$490K | 0.02% | 387 |
|
|
2019
Q1 | $560K | Buy |
+12,030
| New | +$560K | 0.01% | 447 |
|
|
2018
Q1 | – | Sell |
-27,870
| Closed | -$1.8M | – | 556 |
|
|
2017
Q4 | $1.8M | Buy |
27,870
+3,573
| +15% | +$231K | 0.04% | 288 |
|
|
2017
Q3 | $1.31M | Buy |
24,297
+1,857
| +8% | +$100K | 0.03% | 317 |
|
|
2017
Q2 | $958K | Buy |
+22,440
| New | +$958K | 0.02% | 377 |
|
|
2016
Q2 | – | Sell |
-26,618
| Closed | -$883K | – | 667 |
|
|
2016
Q1 | $883K | Buy |
+26,618
| New | +$883K | 0.03% | 345 |
|
|
2014
Q3 | – | Sell |
-6,867
| Closed | -$279K | – | 698 |
|
|
2014
Q2 | $279K | Buy |
6,867
+752
| +12% | +$30.6K | 0.01% | 594 |
|
|
2014
Q1 | $265K | Buy |
+6,115
| New | +$265K | 0.01% | 561 |
|
|
2013
Q4 | – | Sell |
-8,833
| Closed | -$320K | – | 698 |
|
|
2013
Q3 | $320K | Sell |
8,833
-334
| -4% | -$12.1K | 0.01% | 496 |
|
|
2013
Q2 | $287K | Buy |
+9,167
| New | +$287K | 0.01% | 467 |
|