Advisornet Financial’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17
| Closed | -$1.05K | – | 2063 |
|
|
2024
Q3 | $1.05K | Buy |
+17
| New | +$1.05K | ﹤0.01% | 1916 |
|
|
2024
Q1 | – | Sell |
-6
| Closed | -$725 | – | 2228 |
|
|
2023
Q4 | $725 | Hold |
6
| – | – | ﹤0.01% | 1990 |
|
|
2023
Q3 | $699 | Hold |
6
| – | – | ﹤0.01% | 1897 |
|
|
2023
Q2 | $648 | Buy |
6
+1
| +20% | +$108 | ﹤0.01% | 1991 |
|
|
2023
Q1 | $476 | Buy |
5
+1
| +25% | +$95 | ﹤0.01% | 2082 |
|
|
2022
Q4 | $444 | Buy |
+4
| New | +$444 | ﹤0.01% | 2062 |
|
|
2021
Q3 | – | Sell |
-1,190
| Closed | -$271K | – | 1920 |
|
|
2021
Q2 | $271K | Buy |
1,190
+195
| +20% | +$44.4K | 0.02% | 518 |
|
|
2021
Q1 | $210K | Buy |
995
+14
| +1% | +$2.96K | 0.01% | 545 |
|
|
2020
Q4 | $218K | Buy |
981
+8
| +0.8% | +$1.78K | 0.02% | 480 |
|
|
2020
Q3 | $188K | Buy |
973
+108
| +12% | +$20.9K | 0.02% | 501 |
|
|
2020
Q2 | $163K | Buy |
865
+9
| +1% | +$1.7K | 0.01% | 538 |
|
|
2020
Q1 | $123K | Sell |
856
-61
| -7% | -$8.77K | 0.01% | 564 |
|
|
2019
Q4 | $165K | Sell |
917
-65
| -7% | -$11.7K | 0.01% | 546 |
|
|
2019
Q3 | $155K | Buy |
982
+8
| +0.8% | +$1.26K | 0.01% | 562 |
|
|
2019
Q2 | $127K | Buy |
974
+213
| +28% | +$27.8K | 0.01% | 541 |
|
|
2019
Q1 | $88K | Sell |
761
-56
| -7% | -$6.48K | 0.01% | 587 |
|
|
2018
Q4 | $107K | Buy |
817
+53
| +7% | +$6.94K | 0.01% | 505 |
|
|
2018
Q3 | $100K | Buy |
764
+74
| +11% | +$9.69K | 0.01% | 552 |
|
|
2018
Q2 | $68K | Buy |
+690
| New | +$68K | 0.01% | 630 |
|