Advisor Group’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $554K | Sell |
3,085
-1,995
| -39% | -$358K | ﹤0.01% | 1597 |
|
2019
Q3 | $801K | Buy |
5,080
+4,333
| +580% | +$683K | 0.01% | 1288 |
|
2019
Q2 | $98K | Sell |
747
-283
| -27% | -$37.1K | ﹤0.01% | 2875 |
|
2019
Q1 | $120K | Sell |
1,030
-6,217
| -86% | -$724K | ﹤0.01% | 2697 |
|
2018
Q4 | $951K | Buy |
7,247
+3,249
| +81% | +$426K | 0.01% | 968 |
|
2018
Q3 | $524K | Buy |
3,998
+372
| +10% | +$48.8K | 0.01% | 1432 |
|
2018
Q2 | $357K | Buy |
3,626
+3,175
| +704% | +$313K | ﹤0.01% | 1567 |
|
2018
Q1 | $39K | Sell |
451
-420
| -48% | -$36.3K | ﹤0.01% | 3261 |
|
2017
Q4 | $83K | Sell |
871
-24
| -3% | -$2.29K | ﹤0.01% | 2715 |
|
2017
Q3 | $87K | Sell |
895
-6
| -0.7% | -$583 | ﹤0.01% | 2522 |
|
2017
Q2 | $84K | Buy |
901
+67
| +8% | +$6.25K | ﹤0.01% | 2449 |
|
2017
Q1 | $79K | Buy |
834
+153
| +22% | +$14.5K | ﹤0.01% | 2339 |
|
2016
Q4 | $57K | Sell |
681
-441
| -39% | -$36.9K | ﹤0.01% | 2515 |
|
2016
Q3 | $96K | Buy |
1,122
+183
| +19% | +$15.7K | ﹤0.01% | 2033 |
|
2016
Q2 | $94K | Buy |
+939
| New | +$94K | ﹤0.01% | 1966 |
|