AP
Advisor Partners’s Helen of Troy HELE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $253K | Buy |
1,555
+235
| +18% | +$38.2K | 0.02% | 700 |
|
|
2022
Q1 | $259K | Sell |
1,320
-141
| -10% | -$27.7K | 0.02% | 722 |
|
|
2021
Q4 | $358K | Sell |
1,461
-3
| -0.2% | -$735 | 0.02% | 621 |
|
|
2021
Q3 | $329K | Buy |
1,464
+22
| +2% | +$4.94K | 0.02% | 619 |
|
|
2021
Q2 | $329K | Buy |
1,442
+73
| +5% | +$16.7K | 0.02% | 627 |
|
|
2021
Q1 | $288K | Buy |
1,369
+7
| +0.5% | +$1.47K | 0.02% | 646 |
|
|
2020
Q4 | $303K | Buy |
1,362
+43
| +3% | +$9.57K | 0.02% | 594 |
|
|
2020
Q3 | $255K | Buy |
1,319
+11
| +0.8% | +$2.13K | 0.02% | 570 |
|
|
2020
Q2 | $247K | Buy |
+1,308
| New | +$247K | 0.02% | 578 |
|
|
2020
Q1 | – | Sell |
-1,227
| Closed | -$227K | – | 650 |
|
|
2019
Q4 | $227K | Buy |
+1,227
| New | +$227K | 0.02% | 566 |
|
|
2019
Q1 | – | Sell |
-1,567
| Closed | -$206K | – | 647 |
|
|
2018
Q4 | $206K | Buy |
+1,567
| New | +$206K | 0.03% | 538 |
|