AUA Capital Management’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$444 | – | 189 |
|
|
2022
Q4 | $444 | Hold |
4
| – | – | ﹤0.01% | 335 |
|
|
2022
Q3 | $0 | Sell |
4
-6
| -60% | – | ﹤0.01% | 353 |
|
|
2022
Q2 | $2K | Sell |
10
-2
| -17% | -$400 | ﹤0.01% | 273 |
|
|
2022
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 286 |
|
|
2021
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 241 |
|
|
2021
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 236 |
|
|
2021
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 234 |
|
|
2021
Q1 | $3K | Sell |
12
-6
| -33% | -$1.5K | ﹤0.01% | 247 |
|
|
2020
Q4 | $4K | Sell |
18
-1
| -5% | -$222 | ﹤0.01% | 210 |
|
|
2020
Q3 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 195 |
|