AMI
Amica Mutual Insurance’s Helen of Troy HELE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-12,042
| Closed | -$2.75M | – | 105 |
|
2021
Q2 | $2.75M | Hold |
12,042
| – | – | 0.29% | 94 |
|
2021
Q1 | $2.54M | Sell |
12,042
-695
| -5% | -$146K | 0.29% | 97 |
|
2020
Q4 | $2.83M | Hold |
12,737
| – | – | 0.31% | 99 |
|
2020
Q3 | $2.47M | Hold |
12,737
| – | – | 0.29% | 101 |
|
2020
Q2 | $2.4M | Hold |
12,737
| – | – | 0.29% | 107 |
|
2020
Q1 | $1.84M | Hold |
12,737
| – | – | 0.25% | 122 |
|
2019
Q4 | $2.29M | Hold |
12,737
| – | – | 0.3% | 89 |
|
2019
Q3 | $2.01M | Buy |
12,737
+2,274
| +22% | +$358K | 0.25% | 111 |
|
2019
Q2 | $1.37M | Hold |
10,463
| – | – | 0.17% | 148 |
|
2019
Q1 | $1.21M | Hold |
10,463
| – | – | 0.15% | 183 |
|
2018
Q4 | $1.37M | Sell |
10,463
-15,170
| -59% | -$1.99M | 0.18% | 150 |
|
2018
Q3 | $3.36M | Hold |
25,633
| – | – | 0.35% | 75 |
|
2018
Q2 | $2.52M | Hold |
25,633
| – | – | 0.3% | 94 |
|
2018
Q1 | $2.23M | Hold |
25,633
| – | – | 0.28% | 108 |
|
2017
Q4 | $2.47M | Hold |
25,633
| – | – | 0.24% | 124 |
|
2017
Q3 | $2.48M | Buy |
25,633
+14,087
| +122% | +$1.37M | 0.22% | 133 |
|
2017
Q2 | $1.09M | Buy |
+11,546
| New | +$1.09M | 0.1% | 240 |
|