Asset Planning Services (Pennsylvania)’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 | – | Sell |
-445
| Closed | -$70K | – | 148 |
|
|
2019
Q3 | $70K | Hold |
445
| – | – | 0.03% | 116 |
|
|
2019
Q2 | $58K | Hold |
445
| – | – | 0.03% | 126 |
|
|
2019
Q1 | $52K | Hold |
445
| – | – | 0.02% | 131 |
|
|
2018
Q4 | $58K | Sell |
445
-55
| -11% | -$7.17K | 0.03% | 112 |
|
|
2018
Q3 | $67K | Hold |
500
| – | – | 0.03% | 110 |
|
|
2018
Q2 | $49K | Hold |
500
| – | – | 0.02% | 128 |
|
|
2018
Q1 | $44K | Hold |
500
| – | – | 0.02% | 133 |
|
|
2017
Q4 | $48K | Hold |
500
| – | – | 0.02% | 136 |
|
|
2017
Q3 | $48K | Hold |
500
| – | – | 0.03% | 145 |
|
|
2017
Q2 | $47K | Hold |
500
| – | – | 0.03% | 137 |
|
|
2017
Q1 | $47K | Buy |
+500
| New | +$47K | 0.03% | 145 |
|